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

Invesco India ELSS Tax Saver Fund - Growth

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Tata ELSS Tax Saver Fund-Growth-Regular Plan

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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)	₹2919 Cr	₹4680 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	1.89	1.81
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	3.92%	2.31%
6 Month	6.88%	5.38%
1 Year	29.11%	20.17%
3 Year	16.82%	17.12%
5 Year	18.92%	17.8%

Scheme Name	Invesco India ELSS Tax Saver Fund - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
6 Month	-	-
1 Year	22.07%	16.24%
3 Year	24.93%	21.33%
5 Year	22.07%	21.28%

Scheme Name	Invesco India ELSS Tax Saver Fund - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Year	13.62%	13.74%
3 Year	14.83%	14.85%
5 Year	15.36%	13.09%

Scheme Name	Invesco India ELSS Tax Saver Fund - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Standard Deviation	13%	12.5%
Sharp	0.68%	1.01%
Beta	0.97%	0.96%
Alpha	-0.32%	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	1.14	3.66
Small Cap	27.78	27.54
Large Cap	45.09	57.29
Mid Cap	25.99	11.51

Scheme Name	Invesco India ELSS Tax Saver Fund - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Others	1.14	3.66
Cement & Cement Products	1.16	2.9
Petroleum Products	3.2	3.84
IT - Software	9.69	7.17
Retailing	3.82	2.27
Finance	4.92	3.79
Pharmaceuticals & Biotechnology	7.32	4.62
Banks	17.02	21.81
Electrical Equipment	3.62	-
Automobiles	1.79	1.36
Aerospace & Defense	2.7	0.87
Personal Products	1.5	-
Beverages	3.15	1.77
Construction	0.7	4.21
Healthcare Equipment & Supplies	2.5	-
Chemicals & Petrochemicals	3.5	0.46
Consumer Durables	9.4	1.95
Leisure Services	2.42	2.9
Telecom - Services	1.09	3.49
Financial Technology (Fintech)	1.55	-
Healthcare Services	2.42	-
Capital Markets	1.77	1.44
Food Products	0.76	-
Industrial Products	4.47	3.87
Fertilizers & Agrochemicals	1.53	1.44
Industrial Manufacturing	2.52	-
Power	1.09	3.01
Auto Components	2.85	8.63
Realty	0.4	2.92
Household Products	-	0.89
Minerals & Mining	-	1.77
Non - Ferrous Metals	-	1.32
Insurance	-	2.58
IT - Services	-	1.01
Entertainment	-	1.48
Gas	-	0.76
Consumable Fuels	-	1.4
Textiles & Apparels	-	0.41