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
Chart Comparison
| 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 | -5.91% | -6.09% |
| 6 Month | 14.77% | 3.77% |
| 1 Year | 49.73% | 18.14% |
| 3 Year | 23.17% | 11.17% |
| 5 Year | 22.7% | 14.97% |
| Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 39.38% | 12.64% |
| 3 Year | 36.4% | 16.87% |
| 5 Year | 29.92% | 18.35% |
| Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.51% | 12.31% |
| 3 Year | 15.1% | 15.05% |
| 5 Year | 12.78% | 13.08% |
| 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% | 0.53% |
| Beta | 0.95% | 0.89% |
| Alpha | 4.45% | -1.46% |
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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 |
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