Invesco India ELSS Tax Saver Fund vs Parag Parikh Tax Saver Fund Regular compare
Invesco India ELSS Tax Saver Fund - Growth
Parag Parikh Tax Saver Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Fund | Invesco India ELSS Tax Saver Fund - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2911 Cr | ₹5557 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 29 Dec 2006 | 24 Jul 2019 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 69% | % |
Expense Ratio | 1.93 | 1.73 |
Manager | Dhimant Kothari | Rajeev Thakkar |
ISIN Code | INF205K01270 | INF879O01092 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
1 Month | -3.39% | -2.7% |
6 Month | 3.09% | 5.05% |
1 Year | -1.94% | 3.78% |
3 Year | 17.11% | 18.89% |
5 Year | 19.25% | 22.57% |
SIP Return Analysis
Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
6 Month | 6.63% | 3.5% |
1 Year | 6.62% | 7.98% |
3 Year | 18.26% | 17.98% |
5 Year | 16.61% | 18.79% |
Rolling Lumpsum Returns
Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
1 Year | 13.26% | 22.57% |
3 Year | 14.85% | 22.15% |
5 Year | 15.63% | 24.48% |
Risk Management
Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Standard Deviation | 13% | 9.78% |
Sharp | 1.1% | 1.50% |
Beta | 0.98% | 0.64% |
Alpha | 0.54% | 5.93% |
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Fund Managers
Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Name | Dhimant Kothari | Rajeev Thakkar |
Total AUM | ₹8118 Cr | ₹0 Cr |
Funds Managed | 7 | 5 |
Invesco India ELSS Tax Saver Fund - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
Market Cap
Scheme Name |
Invesco India ELSS Tax Saver Fund - Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Others | 8.27 | 14.7 |
Large Cap | 41.36 | 72.74 |
Small Cap | 22.14 | 11.36 |
Mid Cap | 28.23 | 1.2 |
Sector Allocation
Scheme Name |
Invesco India ELSS Tax Saver Fund - Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Others | 1.04 | 14.7 |
Energy | 2.14 | 5.79 |
Technology | 11.04 | 12.44 |
Consumer Cyclical | 23.04 | 14.98 |
Healthcare | 8.75 | 4.33 |
Basic Materials | 5.78 | 0.53 |
Financial Services | 23.86 | 29.94 |
Industrials | 14.96 | 1.05 |
Utilities | 1.74 | 6.13 |
Consumer Defensive | 3.54 | 6.31 |
Communication Services | 2.36 | 3.79 |
Real Estate | 1.75 | - |
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