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) | ₹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
3Y Returns14.38%
Edelweiss Multi Asset Allocation Fund - Reg (G)
3Y Returns0%
DSP Liquidity Fund - Regular Plan - Growth
3Y Returns6.97%
Quant Liquid Fund-Growth
3Y Returns6.69%
HDFC Hybrid Equity Fund - Growth Plan
3Y Returns12.85%
Nippon India Aggressive Hybrid Fund - Regular - Growth
3Y Returns15.54%
Edelweiss Multi Cap Fund - Regular (G)
3Y Returns0%
Canara Robeco Multi Cap Fund - Regular (G)
3Y Returns0%