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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) ₹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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