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

Tata ELSS Tax Saver Fund-Growth-Regular Plan

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

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Month	6.73%	2.55%
6 Month	29.38%	20.97%
1 Year	63.68%	36.67%
3 Year	25.84%	19.99%
5 Year	25.84%	20.85%

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	24.74%	14.48%
3 Year	56.99%	34.65%
5 Year	96.29%	67.29%

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Year	25.72%	21%
3 Year	70.31%	53.22%
5 Year	108.16%	76.33%

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

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Retailing	14.2	-
Realty	8.41	-
Consumer Durables	7.33	-
Electrical Equipment	15.32	-
Aerospace & Defense	9.29	-
Industrial Manufacturing	5.82	-
Banks	8.53	-
Healthcare Services	3.22	-
IT - Software	2.77	-
Chemicals & Petrochemicals	2.73	-
Capital Markets	4.95	-
Others	3.33	2.54
Finance	7.03	-
Auto Components	2.39	-
Pharmaceuticals & Biotechnology	2.37	-
Telecom - Services	2.31	-
Financial	-	28.11
Energy	-	8.18
Technology	-	7.33
Construction	-	6.73
Communication	-	3.3
Automobile	-	10.21
Capital Goods	-	7.31
Consumer Staples	-	2.74
Healthcare	-	4.5
Materials	-	5.07
Consumer Discretionary	-	1.59
Metals & Mining	-	2.8
Insurance	-	2.4
Services	-	5.23
Chemicals	-	1.96