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

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tortoise-icon Invesco India ELSS Tax Saver Fund - Growth

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tortoise-icon HSBC ELSS Tax saver Fund - Regular Growth

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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 HSBC ELSS Tax saver Fund - Regular Growth
Fund Invesco India ELSS Tax Saver Fund - Growth HSBC ELSS Tax saver Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2848 Cr ₹4259 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹500
Launch Date 29 Dec 2006 01 Jan 2013
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 69% 70%
Expense Ratio 1.91 1.91
Manager Dhimant Kothari Gautam Bhupal
ISIN Code INF205K01270 INF677K01064
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Invesco India ELSS Tax Saver Fund - Growth HSBC ELSS Tax saver Fund - Regular Growth
1 Month 7.09% 2.92%
6 Month 28.21% 26.88%
1 Year 43.43% 50.9%
3 Year 17.27% 21.03%
5 Year 22.07% 21.78%

SIP Return Analysis

Scheme Name Invesco India ELSS Tax Saver Fund - Growth HSBC ELSS Tax saver Fund - Regular Growth
6 Month - -
1 Year 16.21% 21.52%
3 Year 35.92% 44.16%
5 Year 66.2% 75.85%

Rolling Lumpsum Returns

Scheme Name Invesco India ELSS Tax Saver Fund - Growth HSBC ELSS Tax saver Fund - Regular Growth
1 Year 21.35% 22.33%
3 Year 50.36% 56.95%
5 Year 75.45% 86.36%

Risk Management

Scheme Name Invesco India ELSS Tax Saver Fund - Growth HSBC ELSS Tax saver Fund - Regular Growth
Standard Deviation 13% 12.97%
Sharp 0.77% 1.02%
Beta 0.97% 0.93%
Alpha 0.59% 1.15%

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Fund Managers

Scheme Name Invesco India ELSS Tax Saver Fund - Growth HSBC ELSS Tax saver Fund - Regular Growth
Name Dhimant Kothari Gautam Bhupal
Total AUM ₹8118 Cr ₹25949 Cr
Fund Manage 7 13
Invesco India ELSS Tax Saver Fund - Growth HSBC ELSS Tax saver Fund - Regular Growth

Market Cap

Scheme Name

Invesco India ELSS Tax Saver Fund - Growth

HSBC ELSS Tax saver Fund - Regular Growth

Others 2.46 2.78
Large Cap 54.75 51.84
Mid Cap 20.66 22.53
Small Cap 22.13 22.85

Sector Allocation

Scheme Name

Invesco India ELSS Tax Saver Fund - Growth

HSBC ELSS Tax saver Fund - Regular Growth

Others 0.68 0.76
Materials 1.7 1.25
Energy 10.13 7.84
Technology 6.43 7.59
Financial 24.93 22.44
Healthcare 10.06 4.62
Capital Goods 11.04 19.87
Automobile 5.45 6.11
Consumer Staples 5.82 2.67
Services 7.55 5.57
Construction 2.04 9.39
Chemicals 4.82 0.63
Consumer Discretionary 6.93 5.74
Communication 0.81 1.62
Metals & Mining 1.61 3.9

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