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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
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 Risk | Very High Risk |
| Asset Size (Cr) | ₹3876 Cr | ₹1468 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 21 Jan 2015 | 22 Nov 1999 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 70% | 18% |
| Expense Ratio | 1.82 | 2.21 |
| Manager | Rakesh Shetty | Sudhir Kedia |
| ISIN Code | INF247L01544 | INF903J01538 |
| 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 | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Month | -10.77% | -1.84% |
| 6 Month | -14.06% | -8.16% |
| 1 Year | 9.22% | 4.09% |
| 3 Year | 19.28% | 11.52% |
| 5 Year | 17.59% | 13.67% |
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 | -14.11% | -6.4% |
| 3 Year | 20.59% | 10.74% |
| 5 Year | 21.51% | 14.79% |
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 | 16.36% | 12.34% |
| 3 Year | 15.34% | 14.95% |
| 5 Year | 13.44% | 13.23% |
Risk Management
| Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 17.012% | 11.71% |
| Sharp | 0.847% | 0.42% |
| Beta | 0.999% | 0.88% |
| Alpha | 6.603% | -1.58% |
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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 | 0.53 | 4.07 |
| Large Cap | 29.31 | 71.5 |
| Mid Cap | 40.29 | 15.65 |
| Small Cap | 29.88 | 8.91 |
Sector Allocation
| Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 0.53 | 4.07 |
| Banks | 5.32 | 25.97 |
| Electrical Equipment | 19.57 | 2.21 |
| Aerospace & Defense | 7.24 | - |
| Chemicals & Petrochemicals | 4.32 | 1.34 |
| Finance | 5.3 | 3.86 |
| Realty | 6.96 | 0.35 |
| Consumer Durables | 8.81 | 4.16 |
| Healthcare Services | 2.7 | 1.05 |
| IT - Software | 3.15 | 8.45 |
| Industrial Products | 4.24 | 0.85 |
| Industrial Manufacturing | 5.65 | - |
| Pharmaceuticals & Biotechnology | 2.94 | 7.38 |
| Capital Markets | 6.83 | 2.07 |
| Retailing | 13.79 | 2.58 |
| Auto Components | 2.66 | 1 |
| Petroleum Products | - | 4.82 |
| Cement & Cement Products | - | 2.65 |
| Construction | - | 3.63 |
| Diversified FMCG | - | 3.36 |
| Automobiles | - | 2.9 |
| Gas | - | 0.64 |
| Transport Services | - | 3.24 |
| Insurance | - | 1.98 |
| Agricultural Food & other Products | - | 1.09 |
| Oil | - | 0.83 |
| Telecom - Services | - | 3.46 |
| Beverages | - | 1.86 |
| Power | - | 1 |
| Transport Infrastructure | - | 0.56 |
| Ferrous Metals | - | 1.15 |
| Leisure Services | - | 1.62 |
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