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) ₹3710 Cr ₹3919 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 05 Jan 2015 01 Aug 2005
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 70% 23%
Expense Ratio 1.84 1.88
Manager Rakesh Shetty Vishal Chopda
ISIN Code INF247L01544 INF789F01547
Exits Load Nil/365 Nil/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 6.73% 4.58%
6 Month 29.38% 25.25%
1 Year 63.68% 32.84%
3 Year 25.84% 14.29%
5 Year 25.84% 21.77%

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 24.74% 15.2%
3 Year 56.99% 30.76%
5 Year 96.29% 63.05%

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 25.72% 21.05%
3 Year 70.31% 48.23%
5 Year 108.16% 69.76%

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% 0.64%
Beta 0.95% 0.93%
Alpha 4.45% -2.51%

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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 3.33 2.72
Large Cap 35.29 63.89
Mid Cap 39.8 24.91
Small Cap 21.58 8.46

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 3.33 1.37
Banks 8.53 -
Electrical Equipment 15.32 -
Aerospace & Defense 9.29 -
Chemicals & Petrochemicals 2.73 -
Finance 7.03 -
Realty 8.41 -
Consumer Durables 7.33 -
Telecom - Services 2.31 -
Healthcare Services 3.22 -
IT - Software 2.77 -
Industrial Manufacturing 5.82 -
Pharmaceuticals & Biotechnology 2.37 -
Capital Markets 4.95 -
Retailing 14.2 -
Auto Components 2.39 -
Financial - 26.33
Energy - 6.01
Materials - 2.96
Technology - 8.91
Healthcare - 5.7
Automobile - 9.16
Metals & Mining - 1.82
Construction - 3.27
Consumer Staples - 6.13
Chemicals - 2.07
Services - 8.42
Consumer Discretionary - 6.25
Capital Goods - 5.22
Communication - 4.23
Insurance - 2.13

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