LIC MF Tax Plan vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare
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
Chart Comparison
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 | Very High |
Asset Size (Cr) | ₹3876 Cr | ₹1093 Cr | ₹1093 Cr |
Min Investment | ₹500 | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 | ₹500 |
Launch Date | 21 Jan 2015 | 17 Apr 2000 | 17 Apr 2000 |
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 | 1.82 | 2.13 | 2.13 |
Manager | Rakesh Shetty | Karan Doshi | Karan Doshi |
ISIN Code | INF247L01544 | INF767K01956 | INF767K01956 |
Exits Load | Data not available./365 | Data not available./365 | Data not available./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 | 7.96% | 5.58% | 5.58% |
6 Month | -16.6% | -5.11% | -5.11% |
1 Year | 9% | 15.89% | 15.89% |
3 Year | 21.16% | 14.06% | 14.06% |
5 Year | 25.61% | 21.66% | 21.66% |
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 | -10.31% | -3.43% | -3.43% |
1 Year | -21.09% | -7.38% | -7.38% |
3 Year | 17.97% | 13.99% | 13.99% |
5 Year | 19.34% | 14.89% | 14.89% |
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 | 16.36% | 12.59% | 12.59% |
3 Year | 15.34% | 12.91% | 12.91% |
5 Year | 13.44% | 11.77% | 11.77% |
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 | 18.539% | 13.827% | 13.827% |
Sharp | 0.644% | 0.433% | 0.433% |
Beta | 1.067% | 0.878% | 0.878% |
Alpha | 5.026% | 0.324% | 0.324% |
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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 |
Funds Managed | 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 | 3.84 | 4.3 | 4.3 |
Mid Cap | 42.38 | 14.49 | 14.49 |
Large Cap | 26.25 | 63.76 | 63.76 |
Small Cap | 27.53 | 17.45 | 17.45 |
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 | 1.83 | 3.55 | 3.55 |
Healthcare | 2.01 | 4.27 | 4.27 |
Industrials | 30.18 | 16.66 | 16.66 |
Financial Services | 17.97 | 28.82 | 28.82 |
Basic Materials | 6.36 | 6.62 | 6.62 |
Technology | 12.09 | 8.12 | 8.12 |
Real Estate | 6.8 | - | - |
Consumer Cyclical | 22.76 | 20.62 | 20.62 |
Energy | - | 1.84 | 1.84 |
Communication Services | - | 1.11 | 1.11 |
Consumer Defensive | - | 8.4 | 8.4 |
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