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	6.68%	7.22%
6 Month	-13.82%	-12.98%
1 Year	7.99%	9.66%
3 Year	13.11%	13.92%
5 Year	22.77%	24.1%

Scheme Name	Invesco India ELSS Tax Saver Fund - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
6 Month	-8.16%	-5.35%
1 Year	-11.58%	-8.18%
3 Year	14.89%	13.89%
5 Year	15.34%	16.29%

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	0.36%	0.451%
Beta	1.01%	0.972%
Alpha	-1.34%	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	1.98	5.12
Large Cap	47.98	60.14
Small Cap	22.57	24.69
Mid Cap	27.47	10.05

Scheme Name	Invesco India ELSS Tax Saver Fund - Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Others	0.41	4.54
Energy	2.6	5.19
Technology	13.41	7.95
Consumer Cyclical	15.27	16.2
Healthcare	10.95	3.54
Financial Services	24.39	31.02
Industrials	17.32	13.81
Basic Materials	6.12	7.21
Consumer Defensive	5.21	1.49
Utilities	1.86	2.54
Communication Services	1.65	3.74
Real Estate	0.8	2.78