Invesco India ELSS Tax Saver Fund vs Kotak ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
Invesco India ELSS Tax Saver Fund - Growth
Chart Comparison
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) | ₹6101 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 | 1.75 | 1.91 |
Manager | Harsha Upadhyaya | Dhimant Kothari |
ISIN Code | INF174K01369 | INF205K01270 |
Exits Load | Nil/365 | Nil/365 |
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
1 Month | -0.26% | 6.42% |
6 Month | 19.47% | 20.28% |
1 Year | 38.61% | 42.04% |
3 Year | 20.45% | 16.66% |
5 Year | 22.95% | 22.01% |
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% |
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
1 Year | 23.54% | 21.35% |
3 Year | 60.68% | 50.36% |
5 Year | 88.7% | 75.45% |
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
Standard Deviation | 11.32% | 13% |
Sharp | 1.23% | 0.82% |
Beta | 0.82% | 0.94% |
Alpha | 3.07% | -0.4% |
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Get Free Experts GuidanceScheme 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 |
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
Large Cap | 67.91 | 54.75 |
Mid Cap | 18.12 | 20.66 |
Small Cap | 13.21 | 22.13 |
Others | 0.71 | 2.46 |
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
Banks | 21.71 | - |
Petroleum Products | 8.65 | - |
Construction | 7.45 | 2.04 |
Power | 4.78 | - |
IT - Software | 5.19 | - |
Auto Components | 6.25 | - |
Chemicals & Petrochemicals | 5.39 | - |
Ferrous Metals | 3.39 | - |
Automobiles | 3.28 | - |
Gas | 2.82 | - |
Diversified FMCG | 2.13 | - |
Pharmaceuticals & Biotechnology | 4.08 | - |
Cement & Cement Products | 3.48 | - |
Aerospace & Defense | 1.73 | - |
Telecom - Services | 2.14 | - |
Consumer Durables | 2.87 | - |
Fertilizers & Agrochemicals | 1.31 | - |
Industrial Manufacturing | 1.68 | - |
Electrical Equipment | 2.26 | - |
Beverages | 1.15 | - |
Industrial Products | 3.01 | - |
Entertainment | 0.99 | - |
Capital Markets | 0.91 | - |
Finance | 1.53 | - |
Non - Ferrous Metals | 0.68 | - |
Others | 0.65 | 0.68 |
Textiles & Apparels | 0.44 | - |
Financial | - | 24.93 |
Energy | - | 10.13 |
Technology | - | 6.43 |
Capital Goods | - | 11.04 |
Consumer Staples | - | 5.82 |
Automobile | - | 5.45 |
Consumer Discretionary | - | 6.93 |
Healthcare | - | 10.06 |
Chemicals | - | 4.82 |
Services | - | 7.55 |
Metals & Mining | - | 1.61 |
Materials | - | 1.7 |
Communication | - | 0.81 |
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