Mahindra Manulife ELSS Tax Saver Fund vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Fund | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹896 Cr | ₹3876 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 18 Oct 2016 | 21 Jan 2015 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 73% | 70% |
Expense Ratio | 2.18 | 1.82 |
Manager | Manish Lodha | Rakesh Shetty |
ISIN Code | INF174V01077 | INF247L01544 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
1 Month | 8.62% | 9.01% |
6 Month | 2.75% | -7.65% |
1 Year | 10.13% | 10.41% |
3 Year | 18.72% | 27.3% |
5 Year | 24.65% | 27.7% |
SIP Return Analysis
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.07% | -4.5% |
1 Year | -2.29% | -14.73% |
3 Year | 12.7% | 19.48% |
5 Year | 15.2% | 20.11% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
1 Year | 9.25% | 16.36% |
3 Year | 16.49% | 15.34% |
5 Year | 13.21% | 13.44% |
Risk Management
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.523% | 18.539% |
Sharp | 0.377% | 0.644% |
Beta | 0.924% | 1.067% |
Alpha | -0.862% | 5.026% |
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Fund Managers
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Name | Manish Lodha | Rakesh Shetty |
Total AUM | ₹10881 Cr | ₹33886 Cr |
Funds Managed | 9 | 19 |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Others | 2.22 | 3.84 |
Large Cap | 68.96 | 26.25 |
Small Cap | 14.55 | 27.53 |
Mid Cap | 14.27 | 42.38 |
Sector Allocation
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Others | 2.22 | 1.83 |
Energy | 5.95 | - |
Technology | 7.56 | 12.09 |
Industrials | 11.25 | 30.18 |
Basic Materials | 9.37 | 6.36 |
Consumer Defensive | 6.16 | - |
Financial Services | 32.22 | 17.97 |
Consumer Cyclical | 16.49 | 22.76 |
Healthcare | 2.91 | 2.01 |
Communication Services | 3.46 | - |
Utilities | 2.4 | - |
Real Estate | - | 6.8 |
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