49
ELSS (Tax Saver)Hold
Invesco India ELSS Tax Saver
Invesco · Direct–Growth · rank #19 of 38 by Smart Score
Data updated
Trailing returns
1 Year
-4.1%
+0.6% vs index
3 Years
11.3%
+1.9% vs index
5 Years
8.3%
+0.4% vs index
Since launch
15.6%
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
-0.9%+5.1% vs index
Why this score
Invesco India ELSS Tax Saver scores 49/100 — #19 of 38 ELSS (Tax Saver) fund (Hold). It stands out for 3y return and sortino ratio — beating 61% of peers on 3y return. The main drag is its 5y return (better than only 31% of peers).
Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.
5Y return8.31% · 31st percentile in category
3Y return11.29% · 61st percentile in category
Sortino ratio0.44 · 63rd percentile in category
Sharpe ratio0.32 · 58th percentile in category
Expense ratio1.20% · 41st percentile in category
Volatility14.85 · 45th percentile in category
Top holdings
1.HDFC Bank Ltd5.05%
2.ICICI Bank Ltd3.55%
3.Jyoti CNC Automation Ltd.2.51%
4.Divi's Laboratories Ltd2.2%
5.Axis Bank Ltd2.11%
76 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.