UTI 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 UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

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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 UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Fund Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4074 Cr ₹3873 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 21 Jan 2015 30 Jul 2005
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 70% 23%
Expense Ratio 1.83 1.87
Manager Rakesh Shetty Vishal Chopda
ISIN Code INF247L01544 INF789F01547
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 UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Month 9.26% 1.77%
6 Month 16.05% 1.32%
1 Year 49.7% 16.08%
3 Year 27.98% 11.84%
5 Year 24.27% 17.19%

SIP Return Analysis

Scheme Name Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month - -
1 Year 43.5% 10.71%
3 Year 39.88% 17.35%
5 Year 32.16% 18.22%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year 15.51% 11.36%
3 Year 15.1% 11.27%
5 Year 12.78% 11.99%

Risk Management

Scheme Name Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Standard Deviation 13.65% 12.37%
Sharp 1.24% 0.45%
Beta 0.95% 0.96%
Alpha 4.45% -3.34%

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Fund Managers

Scheme Name Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Name Rakesh Shetty Vishal Chopda
Total AUM ₹33886 Cr ₹6487 Cr
Fund Manage 19 3
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

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

UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Others 0.53 2.37
Large Cap 29.31 62.97
Mid Cap 40.29 24.95
Small Cap 29.88 9.75

Sector Allocation

Scheme Name

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

UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Others 0.53 2.37
Banks 5.32 21.05
Electrical Equipment 19.57 0.09
Aerospace & Defense 7.24 1.4
Chemicals & Petrochemicals 4.32 -
Finance 5.3 3.89
Realty 6.96 2.59
Consumer Durables 8.81 6.59
Healthcare Services 2.7 2.94
IT - Software 3.15 10.42
Industrial Products 4.24 2.92
Industrial Manufacturing 5.65 -
Pharmaceuticals & Biotechnology 2.94 3.03
Capital Markets 6.83 -
Retailing 13.79 5.84
Auto Components 2.66 3.99
Petroleum Products - 2.51
Ferrous Metals - 1.55
Personal Products - 2.45
Automobiles - 3.22
Fertilizers & Agrochemicals - 2.38
Agricultural Food & other Products - 0.93
Food Products - 1.18
Leisure Services - 2
Construction - 1.61
Telecom - Services - 4.64
Financial Technology (Fintech) - 0.75
Cement & Cement Products - 2.14
Power - 3.04
Beverages - 0.3
Insurance - 2.85
Gas - 1.37

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