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

Link copied to clipboard!

Invesco India ELSS Tax Saver Fund - Growth

Invest Now

Tata ELSS Tax Saver Fund-Growth-Regular Plan

Invest Now

Chart Comparison

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

Overview

Scheme Name	Invesco India ELSS Tax Saver Fund - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Fund	Invesco India ELSS Tax Saver Fund - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2764 Cr	₹4398 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	29 Dec 2006	13 Oct 2014
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	NIFTY 500 TRI
Turn Over	69%	20%
Expense Ratio	1.91	1.82
Manager	Dhimant Kothari	Sailesh Jain
ISIN Code	INF205K01270	INF277K01I52
Exits Load	Data not available./365	Data not available./365

Scheme Name	Invesco India ELSS Tax Saver Fund - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Month	6.28%	6.72%
6 Month	-7.36%	-6.31%
1 Year	8.81%	9.81%
3 Year	17.1%	16.74%
5 Year	21.56%	22.76%

Scheme Name	Invesco India ELSS Tax Saver Fund - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
6 Month	-2.18%	-0.48%
1 Year	-8.64%	-6.09%
3 Year	14.67%	13.12%
5 Year	14.7%	15.13%

Scheme Name	Invesco India ELSS Tax Saver Fund - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Year	13.91%	13.97%
3 Year	14.82%	14.85%
5 Year	15.48%	13.39%

Scheme Name	Invesco India ELSS Tax Saver Fund - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Standard Deviation	13%	14.429%
Sharp	0.62%	0.451%
Beta	0.99%	0.972%
Alpha	-0.13%	0.237%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Scheme Name	Invesco India ELSS Tax Saver Fund - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Name	Dhimant Kothari	Sailesh Jain
Total AUM	₹8118 Cr	₹17041 Cr
Funds Managed	7	7
	Invesco India ELSS Tax Saver Fund - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan

Scheme Name	Invesco India ELSS Tax Saver Fund - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Others	0.47	5.12
Large Cap	49.16	60.14
Small Cap	21.65	24.69
Mid Cap	28.72	10.05

Scheme Name	Invesco India ELSS Tax Saver Fund - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Others	0.47	4.54
Petroleum Products	3.17	-
IT - Software	9.22	-
Retailing	5.72	-
Finance	7.26	-
Non - Ferrous Metals	0.42	-
Banks	16.06	-
Electrical Equipment	3.18	-
Automobiles	2.39	-
Aerospace & Defense	1.17	-
Auto Components	4.41	-
Ferrous Metals	0.78	-
Power	1.84	-
Commercial Services & Supplies	1.72	-
Pharmaceuticals & Biotechnology	4.79	-
Beverages	3	-
Construction	0.5	-
Healthcare Equipment & Supplies	2.12	-
Chemicals & Petrochemicals	3.98	-
Food Products	3.05	-
Consumer Durables	8.37	-
Leisure Services	2.88	-
Telecom - Services	2.19	-
Financial Technology (Fintech)	0.73	-
Healthcare Services	1.89	-
Capital Markets	0.85	-
Industrial Products	4.12	-
Industrial Manufacturing	2.72	-
Realty	1	-
Communication Services	-	3.74
Energy	-	5.19
Technology	-	7.95
Basic Materials	-	7.21
Consumer Cyclical	-	16.2
Industrials	-	13.81
Financial Services	-	31.02
Healthcare	-	3.54
Real Estate	-	2.78
Utilities	-	2.54
Consumer Defensive	-	1.49