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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 | 7.29% | 7.96% |
| 6 Month | -9.11% | -16.6% |
| 1 Year | 8.45% | 9% |
| 3 Year | 13.66% | 21.16% |
| 5 Year | 21.93% | 25.61% |
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 | -1.88% | -6.34% |
| 1 Year | -6.05% | -13.84% |
| 3 Year | 16.36% | 21.39% |
| 5 Year | 15.93% | 21.5% |
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 | 0.37% | 0.644% |
| Beta | 1% | 1.067% |
| Alpha | -1.27% | 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 | 2.19 | 3.84 |
| Large Cap | 49.67 | 26.25 |
| Small Cap | 20.03 | 27.53 |
| Mid Cap | 28.1 | 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 | 0.82 | 1.83 |
| Energy | 3.02 | - |
| Technology | 11.8 | 12.09 |
| Consumer Cyclical | 17.09 | 22.76 |
| Healthcare | 10.1 | 2.01 |
| Financial Services | 24.73 | 17.97 |
| Industrials | 15.73 | 30.18 |
| Basic Materials | 6 | 6.36 |
| Consumer Defensive | 6.21 | - |
| Utilities | 1.7 | - |
| Communication Services | 2.08 | - |
| Real Estate | 0.72 | 6.8 |
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