Invesco India ELSS Tax Saver Fund vs Kotak ELSS Tax Saver Fund compare

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Kotak ELSS Tax Saver Fund-Scheme-Growth

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Invesco India ELSS Tax Saver Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Invesco India ELSS Tax Saver Fund - Growth
Fund	Kotak ELSS Tax Saver Fund-Scheme-Growth	Invesco India ELSS Tax Saver Fund - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹5893 Cr	₹2764 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	23 Nov 2005	29 Dec 2006
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	BSE 500
Turn Over	14.27%	69%
Expense Ratio	1.77	1.91
Manager	Harsha Upadhyaya	Dhimant Kothari
ISIN Code	INF174K01369	INF205K01270
Exits Load	Data not available./365	Data not available./365

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Invesco India ELSS Tax Saver Fund - Growth
1 Month	1.65%	3.76%
6 Month	-5.48%	-5.67%
1 Year	-1.21%	6.67%
3 Year	20.69%	21.24%
5 Year	23.49%	21.68%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Invesco India ELSS Tax Saver Fund - Growth
6 Month	6.74%	7.67%
1 Year	2.09%	4.87%
3 Year	15.32%	18.47%
5 Year	16.89%	16.77%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Invesco India ELSS Tax Saver Fund - Growth
1 Year	12.67%	13.53%
3 Year	13.12%	14.78%
5 Year	13.21%	15.55%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Invesco India ELSS Tax Saver Fund - Growth
Standard Deviation	13.913%	13%
Sharp	0.496%	0.84%
Beta	0.925%	1%
Alpha	0.931%	0.25%

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Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Invesco India ELSS Tax Saver Fund - Growth
Name	Harsha Upadhyaya	Dhimant Kothari
Total AUM	₹139411 Cr	₹8118 Cr
Funds Managed	11	7
	Kotak ELSS Tax Saver Fund-Scheme-Growth	Invesco India ELSS Tax Saver Fund - Growth

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Invesco India ELSS Tax Saver Fund - Growth
Others	0.47	0.85
Large Cap	67.49	48.15
Mid Cap	15.72	28.66
Small Cap	16.32	22.34

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Invesco India ELSS Tax Saver Fund - Growth
Others	0.4	0.85
Communication Services	3.79	-
Energy	5.98	-
Financial Services	26.37	-
Technology	15.12	-
Consumer Cyclical	9.78	-
Healthcare	4.3	-
Consumer Defensive	4.93	-
Industrials	13.07	-
Basic Materials	9.32	-
Utilities	6.93	-
Petroleum Products	-	3.41
IT - Software	-	8.87
Retailing	-	6.45
Non - Ferrous Metals	-	1.24
Banks	-	15.5
Electrical Equipment	-	3.22
Automobiles	-	3.05
Aerospace & Defense	-	1.05
Auto Components	-	4.51
Ferrous Metals	-	0.69
Power	-	1.79
Commercial Services & Supplies	-	1.61
Finance	-	6.62
Pharmaceuticals & Biotechnology	-	4.72
Beverages	-	2.64
Construction	-	0.48
Healthcare Equipment & Supplies	-	2.36
Chemicals & Petrochemicals	-	3.87
Food Products	-	3.06
Consumer Durables	-	7.66
Leisure Services	-	2.98
Telecom - Services	-	2.31
Financial Technology (Fintech)	-	0.72
Healthcare Services	-	1.79
Capital Markets	-	1.31
Industrial Products	-	3.7
Industrial Manufacturing	-	2.52
Realty	-	1.02