Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon Invesco India ELSS Tax Saver Fund - Growth

Invest Now

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

Invest Now

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 Risk Very High Risk
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 -6.68% -10.77%
6 Month -11.37% -14.06%
1 Year 4.93% 9.22%
3 Year 11.98% 19.28%
5 Year 14.53% 17.59%

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 - -
1 Year -9.94% -14.11%
3 Year 14.18% 20.59%
5 Year 15.61% 21.51%

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% 17.012%
Sharp 0.45% 0.847%
Beta 0.99% 0.999%
Alpha -1.18% 6.603%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 1.14 0.53
Small Cap 27.78 29.88
Large Cap 45.09 29.31
Mid Cap 25.99 40.29

Sector Allocation

Scheme Name

Invesco India ELSS Tax Saver Fund - Growth

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

Others 1.14 0.53
Cement & Cement Products 1.16 -
Petroleum Products 3.2 -
IT - Software 9.69 3.15
Retailing 3.82 13.79
Finance 4.92 5.3
Pharmaceuticals & Biotechnology 7.32 2.94
Banks 17.02 5.32
Electrical Equipment 3.62 19.57
Automobiles 1.79 -
Aerospace & Defense 2.7 7.24
Personal Products 1.5 -
Beverages 3.15 -
Construction 0.7 -
Healthcare Equipment & Supplies 2.5 -
Chemicals & Petrochemicals 3.5 4.32
Consumer Durables 9.4 8.81
Leisure Services 2.42 -
Telecom - Services 1.09 -
Financial Technology (Fintech) 1.55 -
Healthcare Services 2.42 2.7
Capital Markets 1.77 6.83
Food Products 0.76 -
Industrial Products 4.47 4.24
Fertilizers & Agrochemicals 1.53 -
Industrial Manufacturing 2.52 5.65
Power 1.09 -
Auto Components 2.85 2.66
Realty 0.4 6.96

Top Comparisons

BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth

3Y Returns5.48%

VS

DSP Regular Savings Fund- Regular Plan - Growth DSP Regular Savings Fund- Regular Plan - Growth

3Y Returns8.21%

Compare Now

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

3Y Returns6.23%

VS

Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns6.65%

Compare Now

Kotak Money Market Scheme - (Growth) Kotak Money Market Scheme - (Growth)

3Y Returns6.77%

VS

Kotak Money Market Scheme - (Growth) Kotak Money Market Scheme - (Growth)

3Y Returns6.77%

Compare Now

UTI Conservative Hybrid Fund - Regular Plan - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns8.5%

VS

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

3Y Returns6.47%

Compare Now
Add to Cart Successfully