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) | ₹2787 Cr | ₹4223 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 | 4.56% | 5.46% |
6 Month | 17.42% | 25.31% |
1 Year | -2.44% | -3.24% |
3 Year | 17.77% | 25.42% |
5 Year | 18.64% | 25.82% |
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 | 4.27% | 5.61% |
1 Year | 9.48% | 11.66% |
3 Year | 16.87% | 23.63% |
5 Year | 15.54% | 22.38% |
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% | 18.99% |
Sharp | 0.74% | 0.86% |
Beta | 1% | 1.15% |
Alpha | 1.03% | 8.02% |
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 | 5.11 |
Large Cap | 39.81 | 14.9 |
Small Cap | 21.7 | 35.33 |
Mid Cap | 29.24 | 44.66 |
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 | 1.75 |
Energy | 0.9 | - |
Technology | 10.96 | 13.51 |
Consumer Cyclical | 23.25 | 18.07 |
Healthcare | 8.23 | 3.36 |
Basic Materials | 5.51 | 5.57 |
Financial Services | 23.32 | 18.72 |
Industrials | 15.06 | 31.75 |
Real Estate | 4.56 | 4.35 |
Utilities | 1.79 | - |
Consumer Defensive | 3.4 | 1.34 |
Communication Services | 2.31 | 1.59 |
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