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) | ₹2838 Cr | ₹4444 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 | -0.78% | -2.44% |
| 6 Month | 0.28% | -1.51% |
| 1 Year | -1.98% | -8.38% |
| 3 Year | 17.84% | 23.92% |
| 5 Year | 15.1% | 20.79% |
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 | -2.15% | -4.65% |
| 1 Year | 3.45% | 0.71% |
| 3 Year | 12.2% | 15.8% |
| 5 Year | 13.08% | 18.35% |
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 | 12.81% | 13.86% |
| 3 Year | 15.08% | 16.74% |
| 5 Year | 15.95% | 15.43% |
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% | 18.95% |
| Sharp | 0.75% | 0.84% |
| Beta | 1% | 1.19% |
| Alpha | 0.41% | 5.73% |
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 | 14.66 | 19.24 |
| Large Cap | 34.15 | 9.39 |
| Small Cap | 25.32 | 30.77 |
| Mid Cap | 25.87 | 40.6 |
Sector Allocation
| Scheme Name |
Invesco India ELSS Tax Saver Fund - Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.16 | 1.63 |
| Technology | 11.7 | 16.32 |
| Consumer Cyclical | 23.84 | 17.27 |
| Healthcare | 10.05 | 2.75 |
| Basic Materials | 2.56 | 7.23 |
| Financial Services | 20.88 | 23.59 |
| Industrials | 17.14 | 24.8 |
| Real Estate | 5.05 | 4.07 |
| Consumer Defensive | 5.49 | 1.96 |
| Utilities | 1.1 | - |
| Communication Services | 2.01 | 0.38 |
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