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) ₹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

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 9.26% 2.31%
6 Month 16.05% 5.38%
1 Year 49.7% 20.17%
3 Year 27.98% 17.12%
5 Year 24.27% 17.8%

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 43.5% 16.24%
3 Year 39.88% 21.33%
5 Year 32.16% 21.28%

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 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 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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