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
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹3876 Cr | ₹4398 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 | 1.82 | 1.82 |
Manager | Rakesh Shetty | Sailesh Jain |
ISIN Code | INF247L01544 | INF277K01I52 |
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 | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
1 Month | -10.77% | -5% |
6 Month | -14.06% | -10.56% |
1 Year | 9.22% | 6.72% |
3 Year | 19.28% | 13.07% |
5 Year | 17.59% | 15.27% |
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 | -14.11% | -7.98% |
3 Year | 20.59% | 12.88% |
5 Year | 21.51% | 16.28% |
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 | 16.36% | 13.97% |
3 Year | 15.34% | 14.85% |
5 Year | 13.44% | 13.39% |
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 | 17.012% | 13.843% |
Sharp | 0.847% | 0.555% |
Beta | 0.999% | 0.966% |
Alpha | 6.603% | 0.163% |
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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 | 0.53 | 3.66 |
Large Cap | 29.31 | 57.29 |
Mid Cap | 40.29 | 11.51 |
Small Cap | 29.88 | 27.54 |
Sector Allocation
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 |
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