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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
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) | ₹5893 Cr | ₹2764 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 23 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 | 1.77 | 1.91 |
| Manager | Harsha Upadhyaya | Dhimant Kothari |
| ISIN Code | INF174K01369 | INF205K01270 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 1 Month | -3.6% | -4.67% |
| 6 Month | -14.33% | -14.97% |
| 1 Year | -0.29% | 3.79% |
| 3 Year | 13.99% | 12.57% |
| 5 Year | 18.91% | 17.18% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 6 Month | -11.12% | -11.67% |
| 1 Year | -20.5% | -17.45% |
| 3 Year | 9.98% | 12.39% |
| 5 Year | 14.77% | 14.05% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 1 Year | 13.07% | 13.91% |
| 3 Year | 12.97% | 14.82% |
| 5 Year | 13.04% | 15.48% |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Standard Deviation | 13.913% | 13% |
| Sharp | 0.496% | 0.36% |
| Beta | 0.925% | 1.01% |
| Alpha | 0.931% | -1.34% |
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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 | 0.46912 | 1.97595 |
| Large Cap | 67.48846 | 47.9848 |
| Mid Cap | 15.71895 | 27.4715 |
| Small Cap | 16.32346 | 22.56777 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Others | 0.39644 | 0.41306 |
| Communication Services | 3.79262 | 1.65036 |
| Energy | 5.98435 | 2.59901 |
| Financial Services | 26.36999 | 24.39391 |
| Technology | 15.12292 | 13.40638 |
| Consumer Cyclical | 9.77785 | 15.27326 |
| Healthcare | 4.2961 | 10.95197 |
| Consumer Defensive | 4.93492 | 5.2145 |
| Industrials | 13.0697 | 17.32173 |
| Basic Materials | 9.32366 | 6.12012 |
| Utilities | 6.93144 | 1.85718 |
| Real Estate | - | 0.79854 |
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