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

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

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

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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 Tata ELSS Tax Saver Fund-Growth-Regular Plan
Fund Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Tata ELSS Tax Saver Fund-Growth-Regular Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3710 Cr ₹4552 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 05 Jan 2015 13 Oct 2014
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 70% 20%
Expense Ratio 1.84 1.81
Manager Rakesh Shetty Sailesh Jain
ISIN Code INF247L01544 INF277K01I52
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Month 6.73% 2.55%
6 Month 29.38% 20.97%
1 Year 63.68% 36.67%
3 Year 25.84% 19.99%
5 Year 25.84% 20.85%

SIP Return Analysis

Scheme Name Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Tata ELSS Tax Saver Fund-Growth-Regular Plan
6 Month - -
1 Year 24.74% 14.48%
3 Year 56.99% 34.65%
5 Year 96.29% 67.29%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Year 15.53% 13.73%
3 Year 15.09% 14.85%
5 Year 12.82% 13.09%

Risk Management

Scheme Name Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Tata ELSS Tax Saver Fund-Growth-Regular Plan
Standard Deviation 13.65% 12.5%
Sharp 1.24% 1.01%
Beta 0.95% 0.96%
Alpha 4.45% 0.31%

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Fund Managers

Scheme Name Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Tata ELSS Tax Saver Fund-Growth-Regular Plan
Name Rakesh Shetty Sailesh Jain
Total AUM ₹33886 Cr ₹17041 Cr
Fund Manage 19 7
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Tata ELSS Tax Saver Fund-Growth-Regular Plan

Market Cap

Scheme Name

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

Tata ELSS Tax Saver Fund-Growth-Regular Plan

Others 3.33 2.77
Large Cap 35.29 59.14
Mid Cap 39.8 13.56
Small Cap 21.58 24.53

Sector Allocation

Scheme Name

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

Tata ELSS Tax Saver Fund-Growth-Regular Plan

Others 3.33 2.54
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 -
Communication - 3.3
Energy - 8.18
Technology - 7.33
Healthcare - 4.5
Automobile - 10.21
Consumer Staples - 2.74
Construction - 6.73
Financial - 28.11
Metals & Mining - 2.8
Materials - 5.07
Services - 5.23
Capital Goods - 7.31
Insurance - 2.4
Chemicals - 1.96
Consumer Discretionary - 1.59

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