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 | -8.76% | -5.5% |
6 Month | -17.35% | -12.09% |
1 Year | 7.47% | 4.42% |
3 Year | 23.09% | 15.7% |
5 Year | 18.75% | 17.22% |
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 | -17.41% | -10.12% |
1 Year | -23.04% | -13.68% |
3 Year | 18.19% | 11.31% |
5 Year | 19.89% | 14.97% |
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 | 17.012% | 13.843% |
Sharp | 0.847% | 0.555% |
Beta | 0.999% | 0.966% |
Alpha | 6.603% | 0.163% |
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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 | 3.83954 | 5.11777 |
Mid Cap | 42.38169 | 10.04536 |
Large Cap | 26.25224 | 60.14438 |
Small Cap | 27.52654 | 24.69248 |
Sector Allocation
Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Others | 1.83253 | 4.53984 |
Healthcare | 2.00701 | 3.54409 |
Industrials | 30.18022 | 13.81336 |
Financial Services | 17.97152 | 31.01634 |
Basic Materials | 6.36399 | 7.20543 |
Technology | 12.08874 | 7.94897 |
Real Estate | 6.7964 | 2.77939 |
Consumer Cyclical | 22.7596 | 16.19659 |
Communication Services | - | 3.73894 |
Energy | - | 5.18866 |
Utilities | - | 2.54241 |
Consumer Defensive | - | 1.48597 |
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