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) ₹4074 Cr ₹1560 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 1.83 2.17
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 9.26% 2.06%
6 Month 16.05% 1.89%
1 Year 49.7% 12.52%
3 Year 27.98% 13.41%
5 Year 24.27% 15.61%

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 43.5% 8.5%
3 Year 39.88% 16.12%
5 Year 32.16% 18.08%

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 15.51% 12.31%
3 Year 15.1% 15.05%
5 Year 12.78% 13.08%

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% 0.63%
Beta 0.95% 0.88%
Alpha 4.45% -1.04%

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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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