Invesco India ELSS Tax Saver Fund vs Tata ELSS Tax Saver Fund compare
Invesco India ELSS Tax Saver Fund - Growth
Tata ELSS Tax Saver Fund-Growth-Regular Plan
Chart Comparison
| 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) | ₹2848 Cr | ₹4552 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 | 1.81 |
| Manager | Dhimant Kothari | Sailesh Jain |
| ISIN Code | INF205K01270 | INF277K01I52 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| 1 Month | -0.69% | 2.55% |
| 6 Month | 20.55% | 20.97% |
| 1 Year | 42.31% | 36.67% |
| 3 Year | 14.47% | 19.99% |
| 5 Year | 20.87% | 20.85% |
| Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 16.21% | 14.48% |
| 3 Year | 35.92% | 34.65% |
| 5 Year | 66.2% | 67.29% |
| Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| 1 Year | 21.35% | 21% |
| 3 Year | 50.36% | 53.22% |
| 5 Year | 75.45% | 76.33% |
| Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| Standard Deviation | 13% | 12.5% |
| Sharp | 0.74% | 1.01% |
| Beta | 0.97% | 0.96% |
| Alpha | 0.6% | 0.31% |
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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 |
| Fund Manage | 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 | 2.46 | 2.77 |
| Large Cap | 54.75 | 59.14 |
| Mid Cap | 20.66 | 13.56 |
| Small Cap | 22.13 | 24.53 |
| Scheme Name |
Invesco India ELSS Tax Saver Fund - Growth |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| Others | 0.68 | 2.54 |
| Materials | 1.7 | 5.07 |
| Energy | 10.13 | 8.18 |
| Technology | 6.43 | 7.33 |
| Financial | 24.93 | 28.11 |
| Healthcare | 10.06 | 4.5 |
| Capital Goods | 11.04 | 7.31 |
| Automobile | 5.45 | 10.21 |
| Consumer Staples | 5.82 | 2.74 |
| Services | 7.55 | 5.23 |
| Construction | 2.04 | 6.73 |
| Chemicals | 4.82 | 1.96 |
| Consumer Discretionary | 6.93 | 1.59 |
| Communication | 0.81 | 3.3 |
| Metals & Mining | 1.61 | 2.8 |
| Insurance | - | 2.4 |
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