Axis ELSS Tax Saver Fund vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare

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

Axis ELSS Tax Saver Fund - Regular Plan - Growth

Overview

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Axis ELSS Tax Saver Fund - Regular Plan - Growth
Fund	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Axis ELSS Tax Saver Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3710 Cr	₹37109 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	05 Jan 2015	05 Dec 2009
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	70%	25%
Expense Ratio	1.84	1.52
Manager	Rakesh Shetty	Shreyash Devalkar
ISIN Code	INF247L01544	INF846K01131
Exits Load	Nil/365	Nil/365

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Month	6.73%	5.25%
6 Month	29.38%	20.44%
1 Year	63.68%	35.69%
3 Year	25.84%	9.01%
5 Year	25.84%	17.36%

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Axis ELSS Tax Saver Fund - Regular Plan - Growth
6 Month	-	-
1 Year	24.74%	14.47%
3 Year	56.99%	26.06%
5 Year	96.29%	47.5%

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Year	25.72%	16.9%
3 Year	70.31%	35.44%
5 Year	108.16%	52.44%

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Axis ELSS Tax Saver Fund - Regular Plan - Growth
Standard Deviation	13.65%	15.43%
Sharp	1.24%	0.42%
Beta	0.95%	1.06%
Alpha	4.45%	-7.8%

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Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Axis ELSS Tax Saver Fund - Regular Plan - Growth
Name	Rakesh Shetty	Shreyash Devalkar
Total AUM	₹33886 Cr	₹166770 Cr
Fund Manage	19	14
	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Axis ELSS Tax Saver Fund - Regular Plan - Growth

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Axis ELSS Tax Saver Fund - Regular Plan - Growth
Large Cap	35.29	65.09
Mid Cap	39.8	25.26
Small Cap	21.58	1.57
Others	3.33	8.05

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Axis ELSS Tax Saver Fund - Regular Plan - Growth
Retailing	14.2	-
Realty	8.41	-
Consumer Durables	7.33	-
Electrical Equipment	15.32	-
Aerospace & Defense	9.29	-
Industrial Manufacturing	5.82	-
Banks	8.53	-
Healthcare Services	3.22	-
IT - Software	2.77	-
Chemicals & Petrochemicals	2.73	-
Capital Markets	4.95	-
Others	3.33	4.44
Finance	7.03	-
Auto Components	2.39	-
Pharmaceuticals & Biotechnology	2.37	-
Telecom - Services	2.31	-
Financial	-	23.42
Technology	-	8.01
Energy	-	9.65
Services	-	11.47
Healthcare	-	8.44
Chemicals	-	6.41
Consumer Staples	-	4.5
Automobile	-	9.17
Communication	-	2.29
Materials	-	4.02
Capital Goods	-	3.93
Construction	-	1.65
Metals & Mining	-	0.62
Consumer Discretionary	-	0.54
Insurance	-	0.98
Diversified	-	0.43