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

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

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tortoise-icon Axis ELSS Tax Saver Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹4074 Cr ₹36533 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 21 Jan 2015 29 Dec 2009
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 70% 25%
Expense Ratio 1.83 1.52
Manager Rakesh Shetty Shreyash Devalkar
ISIN Code INF247L01544 INF846K01131
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Month -10.5% -7.73%
6 Month 2.46% -3.61%
1 Year 28.75% 11.74%
3 Year 21.27% 5.44%
5 Year 21.39% 12.26%

SIP Return Analysis

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 23.96% 3.91%
3 Year 34.44% 14.44%
5 Year 28.83% 13.49%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Year 15.51% 14.64%
3 Year 15.1% 14.38%
5 Year 12.78% 17%

Risk Management

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% 0.14%
Beta 0.95% 1.03%
Alpha 4.45% -6.33%

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Fund Managers

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

Market Cap

Scheme Name

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

Axis ELSS Tax Saver Fund - Regular Plan - Growth

Others 0.53 3.99
Large Cap 29.31 66.2
Mid Cap 40.29 26.49
Small Cap 29.88 3.27

Sector Allocation

Scheme Name

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

Axis ELSS Tax Saver Fund - Regular Plan - Growth

Others 0.53 3.99
Banks 5.32 15.39
Electrical Equipment 19.57 2.59
Aerospace & Defense 7.24 0.61
Chemicals & Petrochemicals 4.32 2.73
Finance 5.3 8.23
Realty 6.96 1
Consumer Durables 8.81 1.42
Healthcare Services 2.7 2.17
IT - Software 3.15 7.44
Industrial Products 4.24 2.3
Industrial Manufacturing 5.65 -
Pharmaceuticals & Biotechnology 2.94 7.56
Capital Markets 6.83 0.87
Retailing 13.79 6.88
Auto Components 2.66 2
Petroleum Products - 1
Construction - 1.97
Diversified FMCG - 0.51
Non - Ferrous Metals - 0.26
Leisure Services - 1.57
Paper, Forest & Jute Products - 0.47
Automobiles - 6.36
Ferrous Metals - 0.49
Personal Products - 0.26
Insurance - 2.99
Fertilizers & Agrochemicals - 2.38
Beverages - 1.42
Food Products - 1.95
Telecom - Services - 3.56
Financial Technology (Fintech) - 0.9
Cement & Cement Products - 1.79
Transport Services - 1.32
Power - 5.57

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