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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 | Very High |
| 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 | 8.68% | 4.52% |
| 6 Month | -17.99% | -11.15% |
| 1 Year | 7.44% | 2.9% |
| 3 Year | 20.76% | 10.72% |
| 5 Year | 27.98% | 23.67% |
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 | -11.57% | -3.37% |
| 1 Year | -14.53% | -6.53% |
| 3 Year | 21.87% | 11.17% |
| 5 Year | 21.89% | 14.43% |
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 | 18.539% | 11.71% |
| Sharp | 0.644% | 0.37% |
| Beta | 1.067% | 0.87% |
| Alpha | 5.026% | -1.18% |
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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 |
| Funds Managed | 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 | 3.84 | 2.97 |
| Mid Cap | 42.38 | 13.54 |
| Large Cap | 26.25 | 72.95 |
| Small Cap | 27.53 | 10.55 |
Sector Allocation
| Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 1.83 | 3.49 |
| Healthcare | 2.01 | 7.01 |
| Industrials | 30.18 | 12.55 |
| Financial Services | 17.97 | 32.12 |
| Basic Materials | 6.36 | 5.22 |
| Technology | 12.09 | 9.46 |
| Real Estate | 6.8 | - |
| Consumer Cyclical | 22.76 | 10.1 |
| Energy | - | 5.64 |
| Communication Services | - | 5.72 |
| Consumer Defensive | - | 7.23 |
| Utilities | - | 1.44 |
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