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

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tortoise-icon Invesco India ELSS Tax Saver Fund - Growth

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tortoise-icon 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

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 0.62% 0.451%
Beta 0.99% 0.972%
Alpha -0.13% 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 0.47 5.12
Large Cap 49.16 60.14
Small Cap 21.65 24.69
Mid Cap 28.72 10.05

Sector Allocation

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

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