Invesco India ELSS Tax Saver Fund vs NIPPON INDIA ELSS TAX SAVER FUND compare
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
Invesco India ELSS Tax Saver Fund - Growth
Chart Comparison
Overview
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
Fund | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Invesco India ELSS Tax Saver Fund - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹14449 Cr | ₹2764 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 21 Sep 2005 | 29 Dec 2006 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE 500 |
Turn Over | 23% | 69% |
Expense Ratio | 1.71 | 1.91 |
Manager | Ashutosh Bhargava | Dhimant Kothari |
ISIN Code | INF204K01GK4 | INF205K01270 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
1 Month | 3.05% | 3.42% |
6 Month | -3.59% | -6.04% |
1 Year | 5.71% | 6.83% |
3 Year | 17.12% | 15.21% |
5 Year | 24.47% | 20.74% |
SIP Return Analysis
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
6 Month | 3.1% | -0.26% |
1 Year | -1.9% | -4.98% |
3 Year | 17.69% | 16.79% |
5 Year | 19.29% | 16.08% |
Rolling Lumpsum Returns
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
1 Year | 11.69% | 13.91% |
3 Year | 12% | 14.82% |
5 Year | 13.09% | 15.48% |
Risk Management
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
Standard Deviation | 12.81% | 13% |
Sharp | 0.54% | 0.37% |
Beta | 1% | 1% |
Alpha | 1.1% | -1.27% |
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Fund Managers
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
Name | Ashutosh Bhargava | Dhimant Kothari |
Total AUM | ₹121448 Cr | ₹8118 Cr |
Funds Managed | 12 | 7 |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Invesco India ELSS Tax Saver Fund - Growth |
Market Cap
Scheme Name |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
Others | 2.99 | 2.19 |
Large Cap | 66.7 | 49.67 |
Mid Cap | 14.45 | 28.1 |
Small Cap | 15.86 | 20.03 |
Sector Allocation
Scheme Name |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
Others | 0.23 | 0.82 |
Communication Services | 4.12 | 2.08 |
Energy | 4.67 | 3.02 |
Industrials | 11.23 | 15.73 |
Technology | 6.66 | 11.8 |
Financial Services | 38.25 | 24.73 |
Healthcare | 4.05 | 10.1 |
Consumer Cyclical | 12.32 | 17.09 |
Basic Materials | 4.18 | 6 |
Utilities | 6.18 | 1.7 |
Consumer Defensive | 8.11 | 6.21 |
Real Estate | - | 0.72 |
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