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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) | ₹2764 Cr | ₹3876 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 | 1.91 | 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 | 7.35% | 10.31% |
| 6 Month | -1.23% | -3.5% |
| 1 Year | 11.62% | 12.37% |
| 3 Year | 19.66% | 27.83% |
| 5 Year | 22.18% | 27.49% |
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 | -2.18% | -4.5% |
| 1 Year | -8.64% | -14.73% |
| 3 Year | 14.67% | 19.48% |
| 5 Year | 14.7% | 20.11% |
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 | 13.91% | 16.36% |
| 3 Year | 14.82% | 15.34% |
| 5 Year | 15.48% | 13.44% |
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% | 18.539% |
| Sharp | 0.62% | 0.644% |
| Beta | 0.99% | 1.067% |
| Alpha | -0.13% | 5.026% |
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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 | 0.47 | 3.84 |
| Large Cap | 49.16 | 26.25 |
| Small Cap | 21.65 | 27.53 |
| Mid Cap | 28.72 | 42.38 |
Sector Allocation
| Scheme Name |
Invesco India ELSS Tax Saver Fund - Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.47 | 1.83 |
| Petroleum Products | 3.17 | - |
| IT - Software | 9.22 | - |
| Retailing | 5.72 | - |
| Finance | 7.26 | - |
| Non - Ferrous Metals | 0.42 | - |
| Banks | 16.06 | - |
| Electrical Equipment | 3.18 | - |
| Automobiles | 2.39 | - |
| Aerospace & Defense | 1.17 | - |
| Auto Components | 4.41 | - |
| Ferrous Metals | 0.78 | - |
| Power | 1.84 | - |
| Commercial Services & Supplies | 1.72 | - |
| Pharmaceuticals & Biotechnology | 4.79 | - |
| Beverages | 3 | - |
| Construction | 0.5 | - |
| Healthcare Equipment & Supplies | 2.12 | - |
| Chemicals & Petrochemicals | 3.98 | - |
| Food Products | 3.05 | - |
| Consumer Durables | 8.37 | - |
| Leisure Services | 2.88 | - |
| Telecom - Services | 2.19 | - |
| Financial Technology (Fintech) | 0.73 | - |
| Healthcare Services | 1.89 | - |
| Capital Markets | 0.85 | - |
| Industrial Products | 4.12 | - |
| Industrial Manufacturing | 2.72 | - |
| Realty | 1 | - |
| Healthcare | - | 2.01 |
| Industrials | - | 30.18 |
| Financial Services | - | 17.97 |
| Basic Materials | - | 6.36 |
| Technology | - | 12.09 |
| Real Estate | - | 6.8 |
| Consumer Cyclical | - | 22.76 |
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