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

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

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Invesco India ELSS Tax Saver Fund - Growth

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Tata ELSS Fund - Regular Plan - Growth Option

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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 Fund - Regular Plan - Growth Option
Fund	Invesco India ELSS Tax Saver Fund - Growth	Tata ELSS Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹2787 Cr	₹4472 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	1.93	1.82
Manager	Dhimant Kothari	Sailesh Jain
ISIN Code	INF205K01270	INF277K01I52
Exits Load	Data not available./365	Data not available./365

Trailing Lumpsum Returns

Scheme Name	Invesco India ELSS Tax Saver Fund - Growth	Tata ELSS Fund - Regular Plan - Growth Option
1 Month	3.76%	2.56%
6 Month	16.52%	14.28%
1 Year	-3.16%	-2.83%
3 Year	16.61%	14.52%
5 Year	18.65%	19.62%

SIP Return Analysis

Scheme Name	Invesco India ELSS Tax Saver Fund - Growth	Tata ELSS Fund - Regular Plan - Growth Option
6 Month	4.27%	2.82%
1 Year	9.48%	7.24%
3 Year	16.87%	13.99%
5 Year	15.54%	14.86%

Rolling Lumpsum Returns

Scheme Name	Invesco India ELSS Tax Saver Fund - Growth	Tata ELSS Fund - Regular Plan - Growth Option
1 Year	13.26%	13.05%
3 Year	14.85%	14.97%
5 Year	15.63%	13.83%

Risk Management

Scheme Name	Invesco India ELSS Tax Saver Fund - Growth	Tata ELSS Fund - Regular Plan - Growth Option
Standard Deviation	13%	13.41%
Sharp	0.74%	0.56%
Beta	1%	0.97%
Alpha	1.03%	0.41%

Fund Managers

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

Market Cap

Scheme Name	Invesco India ELSS Tax Saver Fund - Growth	Tata ELSS Fund - Regular Plan - Growth Option
Others	9.25	8.42
Large Cap	39.81	59.84
Small Cap	21.7	21.73
Mid Cap	29.24	10.01

Sector Allocation

Scheme Name	Invesco India ELSS Tax Saver Fund - Growth	Tata ELSS Fund - Regular Plan - Growth Option
Others	0.72	4.55
Energy	0.9	5.27
Technology	10.96	6.27
Consumer Cyclical	23.25	13.87
Healthcare	8.23	3.38
Basic Materials	5.51	7.14
Financial Services	23.32	34.15
Industrials	15.06	14.5
Real Estate	4.56	2.4
Utilities	1.79	2.51
Consumer Defensive	3.4	1.76
Communication Services	2.31	4.22

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