LIC MF Tax Plan 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 LIC MF ELSS Regular Plan-Growth

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tortoise-icon LIC MF ELSS Tax Saver - 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 LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
Fund Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Average
Asset Size (Cr) ₹3710 Cr ₹1153 Cr ₹1153 Cr
Min Investment ₹500 ₹500 ₹500
Min SIP Invesment ₹500 ₹500 ₹500
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 05 Jan 2015 31 Mar 1997 31 Mar 1997
Category ELSS ELSS ELSS
Fund Type Open Ended Open-ended Open-Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI NIFTY 500 TRI
Turn Over 70% % 84%
Expense Ratio 1.84 2.13 2.13
Manager Rakesh Shetty Karan Doshi Karan Doshi
ISIN Code INF247L01544 INF767K01956 INF767K01956
Exits Load Nil/365 Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
1 Month -4.83% -2.76% -2.76%
6 Month 15.24% 9.9% 9.9%
1 Year 50.6% 29.02% 29.02%
3 Year 23.34% 13.44% 13.44%
5 Year 22.89% 15.98% 15.98%

SIP Return Analysis

Scheme Name Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
6 Month - - -
1 Year - 17.91% 17.91%
3 Year - 20.73% 20.73%
5 Year - 19.65% 19.65%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
1 Year 15.51% 12.31% 12.31%
3 Year 15.1% 12.84% 12.84%
5 Year 12.78% 11.63% 11.63%

Risk Management

Scheme Name Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
Standard Deviation 13.65% 12.19% 12.19%
Sharp 1.24% 0.93% 0.93%
Beta 0.95% 0.88% 0.88%
Alpha 4.45% 0.01% 0.01%

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Fund Managers

Scheme Name Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
Name Rakesh Shetty Karan Doshi Karan Doshi
Total AUM ₹33886 Cr ₹2592 Cr ₹2592 Cr
Fund Manage 19 5 5
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth

Market Cap

Scheme Name

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

LIC MF ELSS Regular Plan-Growth

LIC MF ELSS Tax Saver - Regular Plan - Growth

Others 3.33 2.84 -
Large Cap 35.29 61.73 -
Mid Cap 39.8 18.2 -
Small Cap 21.58 17.23 -

Sector Allocation

Scheme Name

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

LIC MF ELSS Regular Plan-Growth

LIC MF ELSS Tax Saver - Regular Plan - Growth

Others 3.33 1.7 -
Banks 8.53 - -
Electrical Equipment 15.32 - -
Aerospace & Defense 9.29 - -
Chemicals & Petrochemicals 2.73 - -
Finance 7.03 - -
Realty 8.41 - -
Consumer Durables 7.33 - -
Telecom - Services 2.31 - -
Healthcare Services 3.22 - -
IT - Software 2.77 - -
Industrial Manufacturing 5.82 - -
Pharmaceuticals & Biotechnology 2.37 - -
Capital Markets 4.95 - -
Retailing 14.2 - -
Auto Components 2.39 - -
Energy - 2.07 -
Technology - 8.75 -
Automobile - 9.73 -
Healthcare - 3.07 -
Construction - 3.18 -
Consumer Staples - 7.91 -
Financial - 28.72 -
Materials - 2.69 -
Chemicals - 3.61 -
Services - 8.55 -
Capital Goods - 10.82 -
Metals & Mining - 1.58 -
Consumer Discretionary - 5.99 -
Diversified - 1.63 -

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