Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Invesco India ELSS Tax Saver Fund vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare

Link copied to clipboard!

tortoise-icon Invesco India ELSS Tax Saver Fund - Growth

Invest Now

tortoise-icon Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹2822 Cr ₹4402 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 -1.81% -2.92%
6 Month 11.52% 17.13%
1 Year -0.08% -0.05%
3 Year 16.66% 24.33%
5 Year 18.88% 25.28%

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 2.04% 3.96%
1 Year -0.03% 0.51%
3 Year 14.93% 21.72%
5 Year 14.56% 21.48%

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 13.26% 14.95%
3 Year 14.85% 16.05%
5 Year 15.63% 14.81%

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% 18.64%
Sharp 0.87% 1.03%
Beta 1% 1.12%
Alpha 0.74% 8.82%

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 9.25 7.44
Large Cap 39.81 17.06
Small Cap 21.7 34.39
Mid Cap 29.24 41.11

Sector Allocation

Scheme Name

Invesco India ELSS Tax Saver Fund - Growth

Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

Others 0.72 1.71
Energy 0.9 -
Technology 10.96 11.38
Consumer Cyclical 23.25 17.85
Healthcare 8.23 3.01
Basic Materials 5.51 5.89
Financial Services 23.32 22.55
Industrials 15.06 31.5
Real Estate 4.56 4.55
Utilities 1.79 -
Consumer Defensive 3.4 -
Communication Services 2.31 1.57

Top Comparisons

Tata Multi Asset Allocation Fund-Regular Plan-Growth Tata Multi Asset Allocation Fund-Regular Plan-Growth

3Y Returns14.38%

VS

Edelweiss Multi Asset Allocation Fund - Reg (G) Edelweiss Multi Asset Allocation Fund - Reg (G)

3Y Returns0%

Compare Now

DSP Liquidity Fund - Regular Plan - Growth DSP Liquidity Fund - Regular Plan - Growth

3Y Returns6.97%

VS

Quant Liquid Fund-Growth Quant Liquid Fund-Growth

3Y Returns6.69%

Compare Now

HDFC Hybrid Equity Fund - Growth Plan HDFC Hybrid Equity Fund - Growth Plan

3Y Returns12.85%

VS

Nippon India Aggressive Hybrid Fund - Regular - Growth Nippon India Aggressive Hybrid Fund - Regular - Growth

3Y Returns15.54%

Compare Now

Edelweiss Multi Cap Fund - Regular (G) Edelweiss Multi Cap Fund - Regular (G)

3Y Returns0%

VS

Canara Robeco Multi Cap Fund - Regular (G) Canara Robeco Multi Cap Fund - Regular (G)

3Y Returns0%

Compare Now
Add to Cart Successfully