Home› Funds› Invesco India ELSS Tax Saver Fund - Direct Plan -

Invesco India ELSS Tax Saver Fund - Direct Plan - Growth

Invesco · ELSS
High
₹145.79
Current NAV
25 Jun 2026
31.6%
1Y Return
14.6%
3Y CAGR
21.6%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.96%.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.56).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.06
Sharpe Ratio
0.96
Beta
3.56
Alpha
1.44
Sortino
Fund Details
Fund House Invesco
Category ELSS
AUM ₹3610 Cr
Expense Ratio 0.96%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in ELSS
LIC MF ELSS Tax Saver-Regular Plan-IDCW
LIC
₹30.79 31.9%
Invesco India ELSS Tax Saver Fund - Regular Plan - Growth
Invesco
₹121.97 31.8%
Mahindra Manulife ELSS Tax Saver Fund - Direct Plan -Growth
Mahindra Manulife
₹32.41 31.8%
LIC MF ELSS Tax Saver-Regular Plan-Growth
LIC
₹147.10 31.6%