Invesco India ELSS Tax Saver Fund vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare
Invesco India ELSS Tax Saver Fund - Growth
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Fund | Invesco India ELSS Tax Saver Fund - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2793 Cr | ₹4377 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 29 Dec 2006 | 21 Jan 2015 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 69% | 70% |
| Expense Ratio | 1.93 | 1.82 |
| Manager | Dhimant Kothari | Rakesh Shetty |
| ISIN Code | INF205K01270 | INF247L01544 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.48% | 2.08% |
| 6 Month | 7.74% | 13.61% |
| 1 Year | 1.21% | 0.22% |
| 3 Year | 17.24% | 24.61% |
| 5 Year | 18.9% | 25.63% |
SIP Return Analysis
| Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.34% | -0.16% |
| 1 Year | 4.8% | 8.77% |
| 3 Year | 13.48% | 20.21% |
| 5 Year | 13.63% | 20.53% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.06% | 14.55% |
| 3 Year | 14.93% | 16.29% |
| 5 Year | 15.79% | 15% |
Risk Management
| Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.73% | 18.83% |
| Sharp | 0.76% | 0.93% |
| Beta | 0.99% | 1.18% |
| Alpha | 1.12% | 6.33% |
Fund Managers
| Scheme Name | Invesco India ELSS Tax Saver Fund - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhimant Kothari | Rakesh Shetty |
| Total AUM | ₹8118 Cr | ₹33886 Cr |
| Funds Managed | 7 | 19 |
| Invesco India ELSS Tax Saver Fund - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Invesco India ELSS Tax Saver Fund - Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Others | 11.61 | 7.68 |
| Large Cap | 38.78 | 15.36 |
| Small Cap | 22.55 | 32.04 |
| Mid Cap | 27.06 | 44.91 |
Sector Allocation
| Scheme Name |
Invesco India ELSS Tax Saver Fund - Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.66 | 4.33 |
| Technology | 11.56 | 17.92 |
| Consumer Cyclical | 25.22 | 18.61 |
| Healthcare | 8.58 | 3.35 |
| Basic Materials | 5.19 | 5.74 |
| Financial Services | 20.44 | 15.97 |
| Industrials | 16.07 | 27.65 |
| Real Estate | 5.05 | 3.72 |
| Utilities | 1.36 | - |
| Consumer Defensive | 3.69 | 0.78 |
| Communication Services | 2.18 | 1.94 |
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