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) | ₹2838 Cr | ₹5867 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 | -2.32% | -0.95% |
| 6 Month | -0.78% | -0.11% |
| 1 Year | -5.6% | 3.21% |
| 3 Year | 16.09% | 16.47% |
| 5 Year | 14.72% | 18.56% |
SIP Return Analysis
| Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 6 Month | -0.58% | 0.05% |
| 1 Year | 6.82% | 7.6% |
| 3 Year | 12.79% | 13.7% |
| 5 Year | 13.17% | 15.58% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Year | 12.81% | 20.5% |
| 3 Year | 15.08% | 21.82% |
| 5 Year | 15.95% | 23.25% |
Risk Management
| Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 13% | 9.38% |
| Sharp | 0.75% | 0.95% |
| Beta | 1% | 0.66% |
| Alpha | 0.41% | 3.20% |
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 | 14.66 | 14.71 |
| Large Cap | 34.15 | 70.72 |
| Small Cap | 25.32 | 13.59 |
| Mid Cap | 25.87 | 0.97 |
Sector Allocation
| Scheme Name |
Invesco India ELSS Tax Saver Fund - Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 0.16 | 13.88 |
| Technology | 11.7 | 11.13 |
| Consumer Cyclical | 23.84 | 9.48 |
| Healthcare | 10.05 | 4.2 |
| Basic Materials | 2.56 | 0.49 |
| Financial Services | 20.88 | 35.09 |
| Industrials | 17.14 | 2.28 |
| Real Estate | 5.05 | - |
| Consumer Defensive | 5.49 | 8.38 |
| Utilities | 1.1 | 5.99 |
| Communication Services | 2.01 | 3.82 |
| Energy | - | 5.26 |
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