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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 | 6.68% | 10.59% |
| 6 Month | -13.82% | -16.58% |
| 1 Year | 7.99% | 10.6% |
| 3 Year | 13.12% | 23% |
| 5 Year | 22.76% | 27.32% |
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 | -8.16% | -11.57% |
| 1 Year | -11.58% | -14.53% |
| 3 Year | 14.89% | 21.87% |
| 5 Year | 15.34% | 21.89% |
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 | 0.36% | 0.644% |
| Beta | 1.01% | 1.067% |
| Alpha | -1.34% | 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 | 1.98 | 3.84 |
| Large Cap | 47.98 | 26.25 |
| Small Cap | 22.57 | 27.53 |
| Mid Cap | 27.47 | 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 | 0.41 | 1.83 |
| Energy | 2.6 | - |
| Technology | 13.41 | 12.09 |
| Consumer Cyclical | 15.27 | 22.76 |
| Healthcare | 10.95 | 2.01 |
| Financial Services | 24.39 | 17.97 |
| Industrials | 17.32 | 30.18 |
| Basic Materials | 6.12 | 6.36 |
| Consumer Defensive | 5.21 | - |
| Utilities | 1.86 | - |
| Communication Services | 1.65 | - |
| Real Estate | 0.8 | 6.8 |
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