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Invesco India ELSS Tax Saver Fund vs Tata ELSS Tax Saver Fund compare
Invesco India ELSS Tax Saver Fund - Growth
Tata ELSS Tax Saver Fund-Growth-Regular Plan
Chart Comparison
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 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| 1 Month | 4.2% | 2.29% |
| 6 Month | -5.13% | -5.34% |
| 1 Year | 7.96% | 7.21% |
| 3 Year | 15.51% | 15.29% |
| 5 Year | 21.43% | 22.36% |
SIP Return Analysis
| Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| 6 Month | -0.26% | - |
| 1 Year | -4.98% | -5.11% |
| 3 Year | 16.79% | 14.43% |
| 5 Year | 16.08% | 16.22% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| Standard Deviation | 13% | 14.429% |
| Sharp | 0.37% | 0.451% |
| Beta | 1% | 0.972% |
| Alpha | -1.27% | 0.237% |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
Invesco India ELSS Tax Saver Fund - Growth |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| Others | 2.19 | 5.12 |
| Large Cap | 49.67 | 60.14 |
| Small Cap | 20.03 | 24.69 |
| Mid Cap | 28.1 | 10.05 |
Sector Allocation
| Scheme Name |
Invesco India ELSS Tax Saver Fund - Growth |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| Others | 0.82 | 4.54 |
| Energy | 3.02 | 5.19 |
| Technology | 11.8 | 7.95 |
| Consumer Cyclical | 17.09 | 16.2 |
| Healthcare | 10.1 | 3.54 |
| Financial Services | 24.73 | 31.02 |
| Industrials | 15.73 | 13.81 |
| Basic Materials | 6 | 7.21 |
| Consumer Defensive | 6.21 | 1.49 |
| Utilities | 1.7 | 2.54 |
| Communication Services | 2.08 | 3.74 |
| Real Estate | 0.72 | 2.78 |
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