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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) ₹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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