Sundaram Diversified Equity (ELSS) Regular Plan vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare

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

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Overview

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Fund	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3710 Cr	₹1578 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹250
Min Addl Investment	₹500	₹500
Launch Date	05 Jan 2015	10 May 2005
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	70%	18%
Expense Ratio	1.84	2.16
Manager	Rakesh Shetty	Sudhir Kedia
ISIN Code	INF247L01544	INF903J01538
Exits Load	Nil/365	Nil/365

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Month	6.73%	5.62%
6 Month	29.38%	18.2%
1 Year	63.68%	27.31%
3 Year	25.84%	15.19%
5 Year	25.84%	18.88%

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month	-	-
1 Year	24.74%	11.79%
3 Year	56.99%	29.63%
5 Year	96.29%	60.74%

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year	25.72%	19.41%
3 Year	70.31%	47.92%
5 Year	108.16%	66.18%

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Standard Deviation	13.65%	11.71%
Sharp	1.24%	0.73%
Beta	0.95%	0.87%
Alpha	4.45%	-1.4%

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Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Name	Rakesh Shetty	Sudhir Kedia
Total AUM	₹33886 Cr	₹10423 Cr
Fund Manage	19	8
	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Others	3.33	2.62
Large Cap	35.29	78.9
Mid Cap	39.8	10.27
Small Cap	21.58	8.17

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Others	3.33	0.83
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	-
Energy	-	8.54
Technology	-	9.05
Materials	-	2.47
Construction	-	4.27
Financial	-	31.38
Consumer Staples	-	8.42
Healthcare	-	5.38
Chemicals	-	2.36
Metals & Mining	-	3.17
Capital Goods	-	2.69
Automobile	-	4.32
Consumer Discretionary	-	3.44
Services	-	10.77
Communication	-	2.87