Tata ELSS Tax Saver Fund vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare

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

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Tata ELSS Tax Saver Fund-Growth-Regular Plan

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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)	₹4074 Cr	₹4680 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	21 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	1.83	1.81
Manager	Rakesh Shetty	Sailesh Jain
ISIN Code	INF247L01544	INF277K01I52
Exits Load	Data not available./365	Data not available./365

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Month	-10.6%	-4.47%
6 Month	3.32%	-2.54%
1 Year	27.2%	14.45%
3 Year	21.58%	13.75%
5 Year	20.97%	16.69%

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	17.46%	6.46%
3 Year	32.29%	18.07%
5 Year	27.91%	19.23%

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%

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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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

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Others	0.53	3.66
Large Cap	29.31	57.29
Mid Cap	40.29	11.51
Small Cap	29.88	27.54

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Others	0.53	3.66
Banks	5.32	21.81
Electrical Equipment	19.57	-
Aerospace & Defense	7.24	0.87
Chemicals & Petrochemicals	4.32	0.46
Finance	5.3	3.79
Realty	6.96	2.92
Consumer Durables	8.81	1.95
Healthcare Services	2.7	-
IT - Software	3.15	7.17
Industrial Products	4.24	3.87
Industrial Manufacturing	5.65	-
Pharmaceuticals & Biotechnology	2.94	4.62
Capital Markets	6.83	1.44
Retailing	13.79	2.27
Auto Components	2.66	8.63
Telecom - Services	-	3.49
Petroleum Products	-	3.84
Household Products	-	0.89
Construction	-	4.21
Minerals & Mining	-	1.77
Non - Ferrous Metals	-	1.32
Cement & Cement Products	-	2.9
Leisure Services	-	2.9
Insurance	-	2.58
IT - Services	-	1.01
Automobiles	-	1.36
Entertainment	-	1.48
Gas	-	0.76
Consumable Fuels	-	1.4
Fertilizers & Agrochemicals	-	1.44
Power	-	3.01
Textiles & Apparels	-	0.41
Beverages	-	1.77