Motilal Oswal ELSS Tax Saver Fund (MOFLTE) vs Tata ELSS Tax Saver Fund compare
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Tata ELSS Tax Saver Fund-Growth-Regular Plan
Chart Comparison
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) | ₹3876 Cr | ₹4398 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 21 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 | 1.82 | 1.82 |
Manager | Rakesh Shetty | Sailesh Jain |
ISIN Code | INF247L01544 | INF277K01I52 |
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 | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
1 Month | 7.96% | 6.08% |
6 Month | -16.6% | -8.54% |
1 Year | 9% | 9.24% |
3 Year | 21.16% | 13.49% |
5 Year | 25.61% | 22.69% |
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 | -10.31% | -5.42% |
1 Year | -21.09% | -12.53% |
3 Year | 17.97% | 11.21% |
5 Year | 19.34% | 14.27% |
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 | 16.36% | 13.97% |
3 Year | 15.34% | 14.85% |
5 Year | 13.44% | 13.39% |
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 | 18.539% | 14.429% |
Sharp | 0.644% | 0.451% |
Beta | 1.067% | 0.972% |
Alpha | 5.026% | 0.237% |
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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 |
Funds Managed | 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 | 3.84 | 5.12 |
Mid Cap | 42.38 | 10.05 |
Large Cap | 26.25 | 60.14 |
Small Cap | 27.53 | 24.69 |
Sector Allocation
Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Others | 1.83 | 4.54 |
Healthcare | 2.01 | 3.54 |
Industrials | 30.18 | 13.81 |
Financial Services | 17.97 | 31.02 |
Basic Materials | 6.36 | 7.21 |
Technology | 12.09 | 7.95 |
Real Estate | 6.8 | 2.78 |
Consumer Cyclical | 22.76 | 16.2 |
Communication Services | - | 3.74 |
Energy | - | 5.19 |
Utilities | - | 2.54 |
Consumer Defensive | - | 1.49 |
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