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) | ₹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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