Invesco India ELSS Tax Saver Fund - Growth

Fund House: Invesco Mutual Fund
Category: Equity: ELSS
Launch Date: 29-12-2006
Asset Class: Equity
Benchmark: BSE 500 TRI
TER: 1.92% As on (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 2,792.84 Cr As on 30-09-2025(Source:AMFI)
Turn over: 93% | Exit Load: Nil

129.47

14.55%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
6 Years 0 Months
10 Years 2 Months
11 Years 0 Months
16 Years 11 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

To generate long term capital appreciation from a diversified portfolio of predominantly equity and equity-related instruments. There is no assurance that the investment objective of the Scheme will be achieved

Current Asset Allocation (%)

Indicators

Standard Deviation 13.78
Sharpe Ratio 0.82
Alpha 0.8
Beta 1.0
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Invesco India ELSS Tax Saver Fund - Growth 29-12-2006 2.88 20.32 18.27 19.15 13.85
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth 01-12-2015 9.2 21.55 18.47 21.29 -
HDFC ELSS Tax saver - Growth Plan 05-03-1996 9.01 25.48 22.17 26.23 14.5
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option 29-03-1996 7.88 20.56 15.68 14.85 11.43
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 7.47 20.61 16.89 21.59 13.58
Sundaram ELSS Tax Saver Fund Regular Growth 01-01-2013 7.32 18.61 15.56 20.72 14.16
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 7.14 23.85 20.59 - -
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 6.67 19.17 17.28 21.56 -
Sundaram Value Fund Regular Plan - Growth 10-05-2005 6.36 16.26 13.63 19.2 12.0
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 6.15 16.12 13.47 20.2 -

Scheme Characteristics

Minimum investment in equity & equity related instruments - 80% of total assets (in accordance with Equity Linked Saving Scheme, 2005 notified by Ministry of Finance).

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

27.09%

Large Cap

41.49%

Mid Cap

31.42%

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