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Invesco India ELSS Tax Saver Fund vs HDFC ELSS Tax saver Fund compare

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tortoise-icon HDFC ELSS Tax saver Fund - Growth Plan

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tortoise-icon Invesco India ELSS Tax Saver Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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