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Invesco India ELSS Tax Saver Fund vs ITI ELSS Tax Saver Fund Regular compare

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tortoise-icon ITI ELSS Tax Saver Fund Regular - Growth

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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 ITI ELSS Tax Saver Fund Regular - Growth Invesco India ELSS Tax Saver Fund - Growth
Fund ITI ELSS Tax Saver Fund Regular - Growth Invesco India ELSS Tax Saver Fund - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹374 Cr ₹2764 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 18 Oct 2019 29 Dec 2006
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE 500
Turn Over % 69%
Expense Ratio 2.32 1.91
Manager Vishal Jajoo Dhimant Kothari
ISIN Code INF00XX01374 INF205K01270
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Invesco India ELSS Tax Saver Fund - Growth
1 Month 3.77% 4.1%
6 Month -8.65% -6.69%
1 Year 7.53% 10.98%
3 Year 19.55% 14.65%
5 Year 23.48% 22.93%

SIP Return Analysis

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Invesco India ELSS Tax Saver Fund - Growth
6 Month -0.09% -1.88%
1 Year -8.25% -6.05%
3 Year 18.54% 16.36%
5 Year 17.5% 15.93%

Rolling Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Invesco India ELSS Tax Saver Fund - Growth
1 Year 20.61% 13.91%
3 Year 18.2% 14.82%
5 Year 17.5% 15.48%

Risk Management

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Invesco India ELSS Tax Saver Fund - Growth
Standard Deviation 13.905% 13%
Sharp 0.774% 0.37%
Beta 0.917% 1%
Alpha 3.597% -1.27%

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Fund Managers

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Invesco India ELSS Tax Saver Fund - Growth
Name Vishal Jajoo Dhimant Kothari
Total AUM ₹762 Cr ₹8118 Cr
Funds Managed 3 7
ITI ELSS Tax Saver Fund Regular - Growth Invesco India ELSS Tax Saver Fund - Growth

Market Cap

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

Invesco India ELSS Tax Saver Fund - Growth

Others 4.4 2.19
Large Cap 41.83 49.67
Small Cap 44.62 20.03
Mid Cap 9.14 28.1

Sector Allocation

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

Invesco India ELSS Tax Saver Fund - Growth

Others 1.66 0.82
Communication Services 2.67 2.08
Industrials 20.77 15.73
Consumer Defensive 3.66 6.21
Basic Materials 10.08 6
Financial Services 26.02 24.73
Consumer Cyclical 11.66 17.09
Technology 9.68 11.8
Healthcare 2.53 10.1
Energy 1 3.02
Real Estate 4.73 0.72
Utilities 5.53 1.7

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