50
ELSS (Tax Saver)Hold
Invesco India ELSS Tax Saver
Invesco · Direct–Growth · rank #21 of 38 by Smart Score
Data updated
Trailing returns
1 Year
2.9%
-0.1% vs index
3 Years
13.6%
+2.0% vs index
5 Years
10.9%
+0.6% vs index
Since launch
16.1%
Year-by-year performance
2021
+34.2%+3.6% vs index
2022
-6.5%-10.2% vs index
2023
+32.4%+5.9% vs index
2024
+26.7%+11.0% vs index
2025
-1.7%-9.4% vs index
2026
+3.1%+5.2% vs index
Why this score
Invesco India ELSS Tax Saver scores 50/100 — #21 of 38 ELSS (Tax Saver) fund (Hold). It stands out for 3y return and sharpe ratio — beating 64% of peers on 3y return. The main drag is its volatility (better than only 20% of peers).
Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.
Volatility16.55 · 20th percentile in category
3Y return13.58% · 64th percentile in category
5Y return10.93% · 40th percentile in category
Sharpe ratio0.54 · 64th percentile in category
Sortino ratio0.64 · 67th percentile in category
Expense ratio1.17% · 47th percentile in category
Top holdings
1.HDFC Bank Ltd4.66%
2.ICICI Bank Ltd3.91%
3.Bajaj Finance Ltd2.41%
4.Bharti Airtel Ltd2.33%
5.Jyoti CNC Automation Ltd.2.27%
73 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.