Invesco India ELSS Tax Saver Fund vs NIPPON INDIA ELSS TAX SAVER FUND compare
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
Invesco India ELSS Tax Saver Fund - Growth
Chart Comparison
Overview
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
Fund | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Invesco India ELSS Tax Saver Fund - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹14449 Cr | ₹2764 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 21 Sep 2005 | 29 Dec 2006 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE 500 |
Turn Over | 23% | 69% |
Expense Ratio | 1.71 | 1.91 |
Manager | Ashutosh Bhargava | Dhimant Kothari |
ISIN Code | INF204K01GK4 | INF205K01270 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
1 Month | 8.51% | 6.53% |
6 Month | -11.99% | -13.44% |
1 Year | 6.06% | 6.06% |
3 Year | 14.63% | 12.09% |
5 Year | 27.32% | 23.72% |
SIP Return Analysis
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
6 Month | -3.76% | -8.16% |
1 Year | -8.53% | -11.58% |
3 Year | 16% | 14.89% |
5 Year | 18.79% | 15.34% |
Rolling Lumpsum Returns
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
1 Year | 11.69% | 13.91% |
3 Year | 12% | 14.82% |
5 Year | 13.09% | 15.48% |
Risk Management
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
Standard Deviation | 12.81% | 13% |
Sharp | 0.53% | 0.36% |
Beta | 0.99% | 1.01% |
Alpha | 0.88% | -1.34% |
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Fund Managers
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
Name | Ashutosh Bhargava | Dhimant Kothari |
Total AUM | ₹121448 Cr | ₹8118 Cr |
Funds Managed | 12 | 7 |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Invesco India ELSS Tax Saver Fund - Growth |
Market Cap
Scheme Name |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
Others | 4.01 | 1.98 |
Large Cap | 65.76 | 47.98 |
Mid Cap | 14.36 | 27.47 |
Small Cap | 15.86 | 22.57 |
Sector Allocation
Scheme Name |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Invesco India ELSS Tax Saver Fund - Growth |
---|---|---|
Others | 1.27 | 0.41 |
Communication Services | 4.18 | 1.65 |
Energy | 4.43 | 2.6 |
Industrials | 10.86 | 17.32 |
Technology | 6.95 | 13.41 |
Financial Services | 36.52 | 24.39 |
Healthcare | 4.69 | 10.95 |
Consumer Cyclical | 12.42 | 15.27 |
Basic Materials | 4.27 | 6.12 |
Utilities | 6.1 | 1.86 |
Consumer Defensive | 8.3 | 5.21 |
Real Estate | - | 0.8 |
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