What is the risk comparison between Invesco India ELSS Tax Saver Fund - Growth and Tata ELSS Fund - Regular Plan - Growth Option?

Invesco India ELSS Tax Saver Fund - Growth is more volatile than Tata ELSS Fund - Regular Plan - Growth Option. Choose a fund based on your risk tolerance and goals.

Invesco India ELSS Tax Saver Fund - Growth vs Tata ELSS Fund - Regular Plan - Growth Option: Which has better AUM growth?

Invesco India ELSS Tax Saver Fund - Growth has Rs 2770.83 crore in AUM and Tata ELSS Fund - Regular Plan - Growth Option has Rs 4748.03 crore. A larger, growing AUM shows that investors trust the fund and indicates stability.

Which fund has a lower expense ratio, Invesco India ELSS Tax Saver Fund - Growth or Tata ELSS Fund - Regular Plan - Growth Option?

Invesco India ELSS Tax Saver Fund - Growth has an expense ratio of 1.93% and Tata ELSS Fund - Regular Plan - Growth Option has 1.82%. Tata ELSS Fund - Regular Plan - Growth Option has a lower ratio, which means it can give better net returns.

Invesco India ELSS Tax Saver Fund - Growth or Tata ELSS Fund - Regular Plan - Growth Option: Which beats its benchmark more consistently?

Invesco India ELSS Tax Saver Fund - Growth has outperformed the benchmark more consistently with an average of 15.72% over 5 years than Tata ELSS Fund - Regular Plan - Growth Option with 15.95%. Tata ELSS Fund - Regular Plan - Growth Option has performed better against its benchmark.

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

Compare Up to 4 FundsFree Analysis

Invesco India ELSS Tax Saver Fund - Growth

ELSSvery high Risk

Tata ELSS Fund - Regular Plan - Growth Option

ELSSmedium Risk

Our Verdict

Detailed analysis of historical returns and portfolio quality for smart mutual fund choices.

Returns (5Y)

12.15 %

Expense Ratio

1.93 %

The trade-off:

Verdict Lock

Returns (5Y)

13.9 %

Expense Ratio

1.82 %

The trade-off:

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Fund Performance Track

Comprehensive breakdown of returns, risk, and portfolio quality.

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METRICS

Invesco India ELSS Tax Saver Fund - Growth

Tata ELSS Fund - Regular Plan - Growth Option

Basic Overview

Current NAV

₹ 117.55

₹ 44.27

Benchmark

BSE 500

NIFTY 500 TRI

Fund Size (AUM)

₹2771 Cr

₹4748 Cr

Expense Ratio

1.93%

1.82%

Launch Date

29 Dec 2006

13 Oct 2014

SIP Returns

1 Year Return

5.19%

13.75%

3 Year Return

10.66%

12.88%

5 Year Return

12.27%

14.04%

Since Inception

15.89%

14.21%

Trailing Returns

1 Month Return

-6.57%

-5.47%

3 Month Return

-4.63%

1.81%

1 Year Return

-1.68%

6.34%

3 Year Return

15.85%

15.28%

5 Year Return

12.15%

13.90%

Rolling Returns

1 Year Return

3 Year Return

5 Year Return

Risk Metrics (Standard)

Alpha

-0.04

-0.59

Beta

0.97

Sharpe Ratio

0.79

0.77

Standard Deviation

12.5

Investment & Taxes

Min SIP Amount

₹ 500

Min Lumpsum

₹ 500

Exit Load

Data not available./365

Lock In

~3 Yr

Portfolio Market Cap

Portfolio Sectors

Advanced Investor Insights

Go deeper than returns, see how these funds hold up in market crashes, downturns and challenging economic times.

Defense ScoreAbility to resist market falls

Invesco India ELSS Tax Saver Fund - Growth3 /100

Outstanding protection during market downturns.

Tata ELSS Fund - Regular Plan - Growth Option3 /100

More vulnerable during market declines.

Invesco India ELSS Tax Saver Fund - Growth3 /100

Outstanding protection during market downturns.

Tata ELSS Fund - Regular Plan - Growth Option3 /100

More vulnerable during market declines.

Worst CaseMax loss in a single year (Since Inception)

Invesco India ELSS Tax Saver Fund - Growth0.0%

Tata ELSS Fund - Regular Plan - Growth Option0.0%

Note: This shows the biggest drop the fund has ever seen in a calendar year. High returns often come with bigger drops.

Recovery SpeedHow fast it bounces back

Invesco India ELSS Tax Saver Fund - Growthslow

Tata ELSS Fund - Regular Plan - Growth Optionslow

Pro Tip: Funds with "Excellent" recovery are better for short-term goals, as you're less likely to be stuck in a loss when you need money.

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Annual Performance History

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MONTHLY INVESTMENT

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₹ 50k

TENURE

Years

Projected Wealth

Investment Amount : ₹ 50,000

Tenure : 5 Yrs.

₹0+0.00%

Premium Fund Performance Hidden

₹0+0.00%

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Note: SIP value calculations are based on historical NAV data of funds.

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

Invesco India ELSS Tax Saver Fund - Growth had a 5-year average annual growth rate of 12.15%, while Tata ELSS Fund - Regular Plan - Growth Option's was 13.9%. Tata ELSS Fund - Regular Plan - Growth Option is better for long-term growth.