53
ELSS (Tax Saver)Hold
Invesco India ELSS Tax Saver
Invesco · Direct–Growth · rank #18 of 38 by Smart Score
Data updated
Trailing returns
1 Year
-1.1%
+1.0% vs index
3 Years
12.4%
+2.6% vs index
5 Years
10.2%
+0.7% vs index
Since launch
16.0%
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
+2.5%+6.1% vs index
Why this score
Invesco India ELSS Tax Saver scores 53/100 — #18 of 38 ELSS (Tax Saver) fund (Hold). It stands out for 3y return and sharpe ratio — beating 72% of peers on 3y return. The main drag is its volatility (better than only 18% of peers).
Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.
3Y return12.43% · 72nd percentile in category
Volatility16.51 · 18th percentile in category
5Y return10.19% · 40th percentile in category
Sharpe ratio0.58 · 66th percentile in category
Sortino ratio0.55 · 68th percentile in category
Alpha1.20 · 61st percentile in category
Top holdings
1.HDFC Bank Ltd4.31%
2.ICICI Bank Ltd3.67%
3.Jyoti CNC Automation Ltd.2.46%
4.Coforge Ltd2.17%
5.Divi's Laboratories Ltd2.11%
77 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.