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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 Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹2793 Cr | ₹4550 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 | -0.54% | 1.5% |
| 6 Month | 5.69% | 7.66% |
| 1 Year | -1.08% | 1.19% |
| 3 Year | 16.51% | 14.65% |
| 5 Year | 17.63% | 18.71% |
SIP Return Analysis
| Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.43% | 4.05% |
| 1 Year | 10.23% | 13.92% |
| 3 Year | 15.53% | 14.61% |
| 5 Year | 14.77% | 15.08% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.06% | 12.85% |
| 3 Year | 14.93% | 14.94% |
| 5 Year | 15.79% | 13.91% |
Risk Management
| Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13% | 13.16% |
| Sharp | 0.82% | 0.66% |
| Beta | 1% | 0.97% |
| Alpha | 0.8% | -0.46% |
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 | 11.61 | 8.5 |
| Large Cap | 38.78 | 59.62 |
| Small Cap | 22.55 | 21.72 |
| Mid Cap | 27.06 | 10.16 |
Sector Allocation
| Scheme Name |
Invesco India ELSS Tax Saver Fund - Growth |
Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.66 | 4.39 |
| Technology | 11.56 | 6.03 |
| Consumer Cyclical | 25.22 | 14.67 |
| Healthcare | 8.58 | 3.19 |
| Basic Materials | 5.19 | 7.06 |
| Financial Services | 20.44 | 33.88 |
| Industrials | 16.07 | 14.31 |
| Real Estate | 5.05 | 2.59 |
| Utilities | 1.36 | 2.58 |
| Consumer Defensive | 3.69 | 1.83 |
| Communication Services | 2.18 | 4.18 |
| Energy | - | 5.29 |
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