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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) ₹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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