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

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Invesco India ELSS Tax Saver Fund - Growth

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Tata ELSS Tax Saver Fund-Growth-Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Invesco India ELSS Tax Saver Fund - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Fund	Invesco India ELSS Tax Saver Fund - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2764 Cr	₹4398 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	29 Dec 2006	13 Oct 2014
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	NIFTY 500 TRI
Turn Over	69%	20%
Expense Ratio	1.91	1.82
Manager	Dhimant Kothari	Sailesh Jain
ISIN Code	INF205K01270	INF277K01I52
Exits Load	Data not available./365	Data not available./365

Scheme Name	Invesco India ELSS Tax Saver Fund - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Month	3.86%	2.31%
6 Month	-4.66%	-4.31%
1 Year	8.23%	7.97%
3 Year	15.03%	14.85%
5 Year	21.83%	22.74%

Scheme Name	Invesco India ELSS Tax Saver Fund - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
6 Month	-0.26%	-
1 Year	-4.98%	-5.11%
3 Year	16.79%	14.43%
5 Year	16.08%	16.22%

Scheme Name	Invesco India ELSS Tax Saver Fund - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Year	13.91%	13.97%
3 Year	14.82%	14.85%
5 Year	15.48%	13.39%

Scheme Name	Invesco India ELSS Tax Saver Fund - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Standard Deviation	13%	14.429%
Sharp	0.37%	0.451%
Beta	1%	0.972%
Alpha	-1.27%	0.237%

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Scheme Name	Invesco India ELSS Tax Saver Fund - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Name	Dhimant Kothari	Sailesh Jain
Total AUM	₹8118 Cr	₹17041 Cr
Funds Managed	7	7
	Invesco India ELSS Tax Saver Fund - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan

Scheme Name	Invesco India ELSS Tax Saver Fund - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Others	2.19	5.12
Large Cap	49.67	60.14
Small Cap	20.03	24.69
Mid Cap	28.1	10.05

Scheme Name	Invesco India ELSS Tax Saver Fund - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Others	0.82	4.54
Energy	3.02	5.19
Technology	11.8	7.95
Consumer Cyclical	17.09	16.2
Healthcare	10.1	3.54
Financial Services	24.73	31.02
Industrials	15.73	13.81
Basic Materials	6	7.21
Consumer Defensive	6.21	1.49
Utilities	1.7	2.54
Communication Services	2.08	3.74
Real Estate	0.72	2.78