Invesco India ELSS Tax Saver Fund vs Parag Parikh Tax Saver Fund Regular compare
Invesco India ELSS Tax Saver Fund - Growth
Parag Parikh Tax Saver Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Fund | Invesco India ELSS Tax Saver Fund - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2764 Cr | ₹4572 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 29 Dec 2006 | 24 Jul 2019 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 69% | % |
Expense Ratio | 1.91 | 1.73 |
Manager | Dhimant Kothari | Rajeev Thakkar |
ISIN Code | INF205K01270 | INF879O01092 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
1 Month | 6.68% | 5.64% |
6 Month | -13.82% | -4.96% |
1 Year | 7.99% | 14.1% |
3 Year | 13.11% | 17.51% |
5 Year | 22.77% | 29.18% |
SIP Return Analysis
Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
6 Month | -8.16% | -0.55% |
1 Year | -11.58% | 3.23% |
3 Year | 14.89% | 18.32% |
5 Year | 15.34% | 20.12% |
Rolling Lumpsum Returns
Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
1 Year | 13.91% | 25.21% |
3 Year | 14.82% | 22.41% |
5 Year | 15.48% | 23.68% |
Risk Management
Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Standard Deviation | 13% | 10.084% |
Sharp | 0.36% | 0.992% |
Beta | 1.01% | 0.659% |
Alpha | -1.34% | 4.826% |
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Fund Managers
Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Name | Dhimant Kothari | Rajeev Thakkar |
Total AUM | ₹8118 Cr | ₹0 Cr |
Funds Managed | 7 | 5 |
Invesco India ELSS Tax Saver Fund - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
Market Cap
Scheme Name |
Invesco India ELSS Tax Saver Fund - Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Others | 1.98 | 19.06 |
Large Cap | 47.98 | 70.53 |
Small Cap | 22.57 | 7.9 |
Mid Cap | 27.47 | 2.51 |
Sector Allocation
Scheme Name |
Invesco India ELSS Tax Saver Fund - Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Others | 0.41 | 18.87 |
Energy | 2.6 | 6.06 |
Technology | 13.41 | 13.18 |
Consumer Cyclical | 15.27 | 14.3 |
Healthcare | 10.95 | 4.43 |
Financial Services | 24.39 | 31.18 |
Industrials | 17.32 | 0.73 |
Basic Materials | 6.12 | 0.28 |
Consumer Defensive | 5.21 | 5.07 |
Utilities | 1.86 | 5.91 |
Communication Services | 1.65 | - |
Real Estate | 0.8 | - |
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