PGIM India ELSS Tax Saver Fund vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare

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

PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option

Overview

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Fund	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3710 Cr	₹739 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	05 Jan 2015	11 Dec 2015
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	70%	24%
Expense Ratio	1.84	2.27
Manager	Rakesh Shetty	Bhupesh Kalyani
ISIN Code	INF247L01544	INF663L01FQ8
Exits Load	Nil/365	Nil/365

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Month	6.73%	1.8%
6 Month	29.38%	17.61%
1 Year	63.68%	27.43%
3 Year	25.84%	16.37%
5 Year	25.84%	20.21%

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	24.74%	10.54%
3 Year	56.99%	26.45%
5 Year	96.29%	61.94%

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year	25.72%	21.29%
3 Year	70.31%	50.83%
5 Year	108.16%	69.64%

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Standard Deviation	13.65%	11.02%
Sharp	1.24%	0.82%
Beta	0.95%	0.82%
Alpha	4.45%	-1.45%

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Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Name	Rakesh Shetty	Bhupesh Kalyani
Total AUM	₹33886 Cr	₹2742 Cr
Fund Manage	19	13
	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Large Cap	35.29	61.99
Mid Cap	39.8	19.47
Small Cap	21.58	13.77
Others	3.33	4.77

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Retailing	14.2	-
Realty	8.41	-
Consumer Durables	7.33	-
Electrical Equipment	15.32	-
Aerospace & Defense	9.29	-
Industrial Manufacturing	5.82	-
Banks	8.53	-
Healthcare Services	3.22	-
IT - Software	2.77	-
Chemicals & Petrochemicals	2.73	-
Capital Markets	4.95	-
Others	3.33	2.44
Finance	7.03	-
Auto Components	2.39	-
Pharmaceuticals & Biotechnology	2.37	-
Telecom - Services	2.31	-
Financial	-	25.89
Energy	-	6.57
Construction	-	4.99
Services	-	10.2
Technology	-	6.15
Communication	-	2.54
Capital Goods	-	9.13
Healthcare	-	7.85
Consumer Staples	-	4.43
Insurance	-	3.19
Materials	-	1.84
Automobile	-	5.87
Consumer Discretionary	-	2.48
Chemicals	-	2.98
Textiles	-	1.08
Metals & Mining	-	1.61
Diversified	-	0.76