Tata ELSS Tax Saver Fund 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 Tata ELSS Tax Saver Fund-Growth-Regular Plan

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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 Tata ELSS Tax Saver Fund-Growth-Regular Plan
Fund Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Tata ELSS Tax Saver Fund-Growth-Regular Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3710 Cr ₹4552 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 05 Jan 2015 13 Oct 2014
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 70% 20%
Expense Ratio 1.84 1.81
Manager Rakesh Shetty Sailesh Jain
ISIN Code INF247L01544 INF277K01I52
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Month -6.09% -6.06%
6 Month 14.56% 9.81%
1 Year 49.45% 27.59%
3 Year 23.14% 14.5%
5 Year 22.69% 17.53%

SIP Return Analysis

Scheme Name Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Tata ELSS Tax Saver Fund-Growth-Regular Plan
6 Month - -
1 Year 39.38% 22.82%
3 Year 36.4% 22.26%
5 Year 29.92% 21.66%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Year 15.51% 13.74%
3 Year 15.1% 14.85%
5 Year 12.78% 13.09%

Risk Management

Scheme Name Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Tata ELSS Tax Saver Fund-Growth-Regular Plan
Standard Deviation 13.65% 12.5%
Sharp 1.24% 1.01%
Beta 0.95% 0.96%
Alpha 4.45% 0.31%

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Fund Managers

Scheme Name Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Tata ELSS Tax Saver Fund-Growth-Regular Plan
Name Rakesh Shetty Sailesh Jain
Total AUM ₹33886 Cr ₹17041 Cr
Fund Manage 19 7
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Tata ELSS Tax Saver Fund-Growth-Regular Plan

Market Cap

Scheme Name

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

Tata ELSS Tax Saver Fund-Growth-Regular Plan

Others 3.33 2.77
Large Cap 35.29 59.14
Mid Cap 39.8 13.56
Small Cap 21.58 24.53

Sector Allocation

Scheme Name

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

Tata ELSS Tax Saver Fund-Growth-Regular Plan

Others 3.33 2.54
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 -
Communication - 3.3
Energy - 8.18
Technology - 7.33
Healthcare - 4.5
Automobile - 10.21
Consumer Staples - 2.74
Construction - 6.73
Financial - 28.11
Metals & Mining - 2.8
Materials - 5.07
Services - 5.23
Capital Goods - 7.31
Insurance - 2.4
Chemicals - 1.96
Consumer Discretionary - 1.59

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