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
Chart Comparison
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) | ₹3876 Cr | ₹34497 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 | 1.82 | 1.54 |
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 | 11.05% | 6.84% |
6 Month | -16.56% | -9.97% |
1 Year | 10.6% | 6.37% |
3 Year | 21.75% | 9.52% |
5 Year | 27.52% | 18.5% |
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 | -11.57% | -2.63% |
1 Year | -14.53% | -4.37% |
3 Year | 21.87% | 13.2% |
5 Year | 21.89% | 12.27% |
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 | 16.36% | 14.83% |
3 Year | 15.34% | 14.18% |
5 Year | 13.44% | 16.65% |
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 | 18.539% | 15.43% |
Sharp | 0.644% | 0.14% |
Beta | 1.067% | 1% |
Alpha | 5.026% | -4.59% |
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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 |
Funds Managed | 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 | 3.84 | 4.61 |
Mid Cap | 42.38 | 21.54 |
Large Cap | 26.25 | 70.74 |
Small Cap | 27.53 | 3.11 |
Sector Allocation
Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 1.83 | 4.61 |
Healthcare | 2.01 | 10.23 |
Industrials | 30.18 | 9.2 |
Financial Services | 17.97 | 28.43 |
Basic Materials | 6.36 | 7.6 |
Technology | 12.09 | 9.11 |
Real Estate | 6.8 | 1.34 |
Consumer Cyclical | 22.76 | 13.82 |
Energy | - | 1.01 |
Consumer Defensive | - | 5.49 |
Communication Services | - | 5.46 |
Utilities | - | 3.68 |
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