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

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tortoise-icon Invesco India ELSS Tax Saver Fund - Growth

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

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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) ₹2845 Cr ₹4360 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 2.18% 2.13%
6 Month -2.15% -5.86%
1 Year 3.13% 7.92%
3 Year 21.98% 31.24%
5 Year 21.15% 27.19%

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 10.67% 15.4%
1 Year 10.44% 14.19%
3 Year 20.3% 28.48%
5 Year 17.77% 25.29%

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 13.53% 15.48%
3 Year 14.78% 15.71%
5 Year 15.55% 14.49%

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% 19.73%
Sharp 0.84% 1.07%
Beta 1% 1.13%
Alpha 0.25% 8.89%

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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 0.83 4.14
Large Cap 47.21 27.71
Small Cap 23.58 30.51
Mid Cap 28.38 37.64

Sector Allocation

Scheme Name

Invesco India ELSS Tax Saver Fund - Growth

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

Others 0.83 1.18
Petroleum Products 2.9 -
IT - Software 7.77 -
Retailing 6.46 -
Non - Ferrous Metals 1.2 -
Banks 14.37 -
Electrical Equipment 3.49 -
Automobiles 3.1 -
Aerospace & Defense 1.18 -
Auto Components 4.82 -
Ferrous Metals 0.75 -
Power 1.89 -
Commercial Services & Supplies 2.06 -
Finance 6.93 -
Pharmaceuticals & Biotechnology 4.67 -
Beverages 2.13 -
Construction 0.57 -
Healthcare Equipment & Supplies 1.78 -
Chemicals & Petrochemicals 4.48 -
Food Products 3.02 -
Consumer Durables 7.85 -
Leisure Services 2.82 -
Telecom - Services 2.4 -
Financial Technology (Fintech) 1.03 -
Healthcare Services 1.69 -
Capital Markets 1.63 -
Industrial Products 3.42 -
Transport Services 0.92 -
Realty 1.29 -
Industrial Manufacturing 2.55 -
Healthcare - 2.96
Industrials - 37.3
Basic Materials - 5.67
Technology - 8.6
Financial Services - 17.43
Real Estate - 6.27
Consumer Cyclical - 20.59

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