Invesco India ELSS Tax Saver Fund vs HSBC ELSS Tax saver Fund compare
Invesco India ELSS Tax Saver Fund - Growth
HSBC ELSS Tax saver Fund - Regular Growth
Chart Comparison
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) | ₹2764 Cr | ₹3977 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 29 Dec 2006 | 27 Feb 2006 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 69% | 70% |
Expense Ratio | 1.91 | 1.89 |
Manager | Dhimant Kothari | Gautam Bhupal |
ISIN Code | INF205K01270 | INF677K01064 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
1 Month | 4.1% | 2.61% |
6 Month | -6.69% | -6.99% |
1 Year | 10.98% | 13.06% |
3 Year | 14.65% | 17.05% |
5 Year | 22.93% | 24.46% |
SIP Return Analysis
Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
6 Month | -1.88% | -2.1% |
1 Year | -6.05% | -6.39% |
3 Year | 16.36% | 18.67% |
5 Year | 15.93% | 18.11% |
Rolling Lumpsum Returns
Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
1 Year | 13.91% | 14.01% |
3 Year | 14.82% | 14.15% |
5 Year | 15.48% | 13.19% |
Risk Management
Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Standard Deviation | 13% | 15.421% |
Sharp | 0.37% | 0.548% |
Beta | 1% | 0.99% |
Alpha | -1.27% | 2.056% |
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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 |
Funds Managed | 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 | 2.19 | 2.39 |
Large Cap | 49.67 | 48.17 |
Small Cap | 20.03 | 26.02 |
Mid Cap | 28.1 | 23.42 |
Sector Allocation
Scheme Name |
Invesco India ELSS Tax Saver Fund - Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Others | 0.82 | 0.62 |
Energy | 3.02 | 4.19 |
Technology | 11.8 | 12.24 |
Consumer Cyclical | 17.09 | 19.36 |
Healthcare | 10.1 | 5.83 |
Financial Services | 24.73 | 23.48 |
Industrials | 15.73 | 18.01 |
Basic Materials | 6 | 6.44 |
Consumer Defensive | 6.21 | 3.2 |
Utilities | 1.7 | 3.21 |
Communication Services | 2.08 | 1.91 |
Real Estate | 0.72 | 1.51 |
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