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) ₹2919 Cr ₹4074 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 1.89 1.83
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 3.92% 9.26%
6 Month 6.88% 16.05%
1 Year 29.11% 49.7%
3 Year 16.82% 27.98%
5 Year 18.92% 24.27%

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 22.07% 43.5%
3 Year 24.93% 39.88%
5 Year 22.07% 32.16%

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 13.62% 15.51%
3 Year 14.83% 15.1%
5 Year 15.36% 12.78%

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% 13.65%
Sharp 0.68% 1.24%
Beta 0.97% 0.95%
Alpha -0.32% 4.45%

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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
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

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