Invesco India ELSS Tax Saver Fund vs HDFC ELSS Tax saver Fund compare
HDFC ELSS Tax saver Fund - Growth Plan
Invesco India ELSS Tax Saver Fund - Growth
Chart Comparison
Overview
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
Fund | HDFC ELSS Tax saver Fund - Growth Plan | Invesco India ELSS Tax Saver Fund - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹15413 Cr | ₹2764 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 02 Apr 1996 | 29 Dec 2006 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE 500 |
Turn Over | 36.4% | 69% |
Expense Ratio | 1.7 | 1.91 |
Manager | Dhruv Muchhal | Dhimant Kothari |
ISIN Code | INF179K01BB8 | INF205K01270 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
1 Month | 7.24% | 7.29% |
6 Month | -1.89% | -9.11% |
1 Year | 14.97% | 8.43% |
3 Year | 21.07% | 13.65% |
5 Year | 27.67% | 21.95% |
SIP Return Analysis
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
6 Month | 3.07% | -1.88% |
1 Year | 3.96% | -6.05% |
3 Year | 22.35% | 16.36% |
5 Year | 23.27% | 15.93% |
Rolling Lumpsum Returns
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
1 Year | 17.75% | 13.91% |
3 Year | 15.14% | 14.82% |
5 Year | 14.93% | 15.48% |
Risk Management
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
Standard Deviation | 12.311% | 13% |
Sharp | 1.077% | 0.37% |
Beta | 0.848% | 1% |
Alpha | 7.78% | -1.27% |
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Fund Managers
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
Name | Dhruv Muchhal | Dhimant Kothari |
Total AUM | ₹520687 Cr | ₹8118 Cr |
Funds Managed | 40 | 7 |
HDFC ELSS Tax saver Fund - Growth Plan | Invesco India ELSS Tax Saver Fund - Growth |
Market Cap
Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
Others | 7.25 | 2.19 |
Large Cap | 75.98 | 49.67 |
Mid Cap | 6.34 | 28.1 |
Small Cap | 10.42 | 20.03 |
Sector Allocation
Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
Others | 6.95 | 0.82 |
Communication Services | 5.85 | 2.08 |
Energy | 0.59 | 3.02 |
Technology | 6.67 | 11.8 |
Basic Materials | 5.51 | 6 |
Industrials | 5.95 | 15.73 |
Financial Services | 40.82 | 24.73 |
Healthcare | 10.74 | 10.1 |
Consumer Cyclical | 13.5 | 17.09 |
Utilities | 1.27 | 1.7 |
Real Estate | 1.15 | 0.72 |
Consumer Defensive | 1.02 | 6.21 |
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