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 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% |
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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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