Invesco India ELSS Tax Saver Fund vs Kotak ELSS Tax Saver Fund compare

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tortoise-icon Kotak ELSS Tax Saver Fund-Scheme-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 Kotak ELSS Tax Saver Fund-Scheme-Growth Invesco India ELSS Tax Saver Fund - Growth
Fund Kotak ELSS Tax Saver Fund-Scheme-Growth Invesco India ELSS Tax Saver Fund - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6299 Cr ₹2848 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 01 Nov 2005 29 Dec 2006
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE 500
Turn Over 14.27% 69%
Expense Ratio 1.74 1.91
Manager Harsha Upadhyaya Dhimant Kothari
ISIN Code INF174K01369 INF205K01270
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Invesco India ELSS Tax Saver Fund - Growth
1 Month -5.89% -4.32%
6 Month 7.53% 13.72%
1 Year 35.96% 41.62%
3 Year 17.58% 14.29%
5 Year 20.51% 18.95%

SIP Return Analysis

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Invesco India ELSS Tax Saver Fund - Growth
6 Month - -
1 Year 20.07% 16.21%
3 Year 43.72% 35.92%
5 Year 82.74% 66.2%

Rolling Lumpsum Returns

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Invesco India ELSS Tax Saver Fund - Growth
1 Year 12.84% 13.67%
3 Year 12.9% 14.86%
5 Year 12.97% 15.35%

Risk Management

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Invesco India ELSS Tax Saver Fund - Growth
Standard Deviation 11.32% 13%
Sharp 1.09% 0.74%
Beta 0.84% 0.97%
Alpha 3.44% 0.6%

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Fund Managers

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Invesco India ELSS Tax Saver Fund - Growth
Name Harsha Upadhyaya Dhimant Kothari
Total AUM ₹139411 Cr ₹8118 Cr
Fund Manage 11 7
Kotak ELSS Tax Saver Fund-Scheme-Growth Invesco India ELSS Tax Saver Fund - Growth

Market Cap

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

Invesco India ELSS Tax Saver Fund - Growth

Others 0.71 2.46
Large Cap 67.91 54.75
Mid Cap 18.12 20.66
Small Cap 13.21 22.13

Sector Allocation

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

Invesco India ELSS Tax Saver Fund - Growth

Others 0.65 0.68
Telecom - Services 2.14 -
Petroleum Products 8.65 -
Finance 1.53 -
IT - Software 5.19 -
Pharmaceuticals & Biotechnology 4.08 -
Construction 7.45 2.04
Banks 21.71 -
Diversified FMCG 2.13 -
Non - Ferrous Metals 0.68 -
Cement & Cement Products 3.48 -
Ferrous Metals 3.39 -
Aerospace & Defense 1.73 -
Electrical Equipment 2.26 -
Industrial Products 3.01 -
Gas 2.82 -
Automobiles 3.28 -
Fertilizers & Agrochemicals 1.31 -
Consumer Durables 2.87 -
Textiles & Apparels 0.44 -
Auto Components 6.25 -
Chemicals & Petrochemicals 5.39 -
Entertainment 0.99 -
Power 4.78 -
Capital Markets 0.91 -
Industrial Manufacturing 1.68 -
Beverages 1.15 -
Materials - 1.7
Energy - 10.13
Technology - 6.43
Financial - 24.93
Healthcare - 10.06
Capital Goods - 11.04
Automobile - 5.45
Consumer Staples - 5.82
Services - 7.55
Chemicals - 4.82
Consumer Discretionary - 6.93
Communication - 0.81
Metals & Mining - 1.61

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