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 Tax Saver Fund-Growth-Regular Plan

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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 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	3.76%	2.32%
6 Month	-5.67%	-4%
1 Year	6.67%	5.72%
3 Year	21.24%	20.04%
5 Year	21.68%	22.59%

Scheme Name	Invesco India ELSS Tax Saver Fund - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
6 Month	7.67%	6.87%
1 Year	4.87%	4.39%
3 Year	18.47%	15.88%
5 Year	16.77%	16.57%

Scheme Name	Invesco India ELSS Tax Saver Fund - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Year	13.53%	13.57%
3 Year	14.78%	14.8%
5 Year	15.55%	13.66%

Scheme Name	Invesco India ELSS Tax Saver Fund - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Standard Deviation	13%	14.429%
Sharp	0.84%	0.451%
Beta	1%	0.972%
Alpha	0.25%	0.237%

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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	0.85	5.12
Large Cap	48.15	60.14
Small Cap	22.34	24.69
Mid Cap	28.66	10.05

Scheme Name	Invesco India ELSS Tax Saver Fund - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Others	0.85	4.54
Petroleum Products	3.41	-
IT - Software	8.87	-
Retailing	6.45	-
Non - Ferrous Metals	1.24	-
Banks	15.5	-
Electrical Equipment	3.22	-
Automobiles	3.05	-
Aerospace & Defense	1.05	-
Auto Components	4.51	-
Ferrous Metals	0.69	-
Power	1.79	-
Commercial Services & Supplies	1.61	-
Finance	6.62	-
Pharmaceuticals & Biotechnology	4.72	-
Beverages	2.64	-
Construction	0.48	-
Healthcare Equipment & Supplies	2.36	-
Chemicals & Petrochemicals	3.87	-
Food Products	3.06	-
Consumer Durables	7.66	-
Leisure Services	2.98	-
Telecom - Services	2.31	-
Financial Technology (Fintech)	0.72	-
Healthcare Services	1.79	-
Capital Markets	1.31	-
Industrial Products	3.7	-
Industrial Manufacturing	2.52	-
Realty	1.02	-
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