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

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

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tortoise-icon Sundaram Diversified Equity (ELSS) Regular Plan - Growth

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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 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

Trailing Lumpsum Returns

Scheme Name Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Month 6.73% -6.07%
6 Month 29.38% 7.25%
1 Year 63.68% 26.43%
3 Year 25.84% 12.83%
5 Year 25.84% 15.86%

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year 15.53% 12.4%
3 Year 15.09% 15.05%
5 Year 12.82% 13.05%

Risk Management

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% 0.74%
Beta 0.95% 0.88%
Alpha 4.45% -1.01%

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Fund Managers

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

Market Cap

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

Sector Allocation

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

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