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Compare Mutual Funds
Comparing IDFC Tax Advantage (ELSS) Fund vs Invesco India Tax Plan FundComparing 2/4 funds
- Add Fund
- Add Fund
- VRO Rating
- Category,
Sub-category - elss, equity
- elss, equity
- ET Money Rank in sub-category
- 4 out of 26
- 18 out of 26
- Consistency
- Fund Age
- 9 yrs 8 m
- 9 yrs 8 m
- Fund Size
- ₹3,851 Crs
- ₹1,903 Crs
- 3 months
- 14.53%
- 14.1%
- 6 months
- 6.95%
- 2.81%
- 1 year
- 9.47%
- -1.03%
- 3 year
- 26.12%
- 19.67%
- 5 year
- 14.28%
- 13.24%
- Standard Deviation
- 26
- 21.76
- Sharpe
- 0.92
- 0.76
- Beta
- 1.12
- 0.94
- Sortino
- 0.96
- 0.77
- Alpha
- 3.02
- -1.07
- Top 3 sectors
- Financial (27.27%)
- Automobile (11.85%)
- Technology (9.5%)
- Financial (32.71%)
- Automobile (10.31%)
- Technology (10.2%)
- Top 5 holdings
- ICICI Bank Ltd. (8.75%)
- Infosys Ltd. (5.43%)
- State Bank of India (4.83%)
- HDFC Bank Ltd. (4.05%)
- Reliance Industries Ltd. (3.77%)
- Housing Development Finance Corpn. Ltd. (9.22%)
- ICICI Bank Ltd. (8.35%)
- Infosys Ltd. (7.19%)
- Reliance Industries Ltd. (6.44%)
- Kotak Mahindra Bank Ltd. (3.75%)
- P/E Ratio
- 21.28
- 28.92
- P/B Ratio
- 2.93
- 3.98
- Equity%
- 93.79%
- 98.01%
- Debt%
- 0.04%
- 0%
- Turnover Ratio
- 20
- 57
- Yield To Maturity
- NA
- NA
- Modified Duration
- NA
- NA
- Avg. Maturity
- NA
- NA
- Avg. Credit Quality
- NA
- NA
- Expense Ratio
- 0.75%
- 0.85%
- Exit Load
- 0%
- 0%
- Lock-in
- 3 Years
- 3 Years
- Benchmark Index
- S&P BSE 500 TRI
- S&P BSE 500 TRI
- Min. Investment
- SIP ₹500 & Lumpsum ₹500
- SIP ₹500 & Lumpsum ₹500
- Investment Horizon
- Good for Medium Term
- Good for Medium Term
- Managed By
- Daylynn Gerard Paul Pinto
- Dhimant Kothari
- Amit Nigam
