UTI ELSS Tax Saver Fund vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹3876 Cr | ₹3643 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 | 1.82 | 1.9 |
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 | -10.77% | -2.36% |
6 Month | -14.06% | -10.87% |
1 Year | 9.22% | 6.8% |
3 Year | 19.28% | 10.05% |
5 Year | 17.59% | 14.38% |
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 | -14.11% | -7.71% |
3 Year | 20.59% | 11.09% |
5 Year | 21.51% | 14.19% |
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 | 16.36% | 11.44% |
3 Year | 15.34% | 11.24% |
5 Year | 13.44% | 12.09% |
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 | 17.012% | 12.37% |
Sharp | 0.847% | 0.26% |
Beta | 0.999% | 0.97% |
Alpha | 6.603% | -3.86% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
BANDHAN Money Manager Fund - Regular Plan - Growth
3Y Returns6.13%
Tata Money Market Fund-Regular Plan - Growth Option
3Y Returns6.78%
HSBC Large Cap Fund - Regular Growth
3Y Returns11.54%
Sundaram Large Cap Fund Regular Plan - Growth
3Y Returns10.8%
ICICI Prudential Overnight Fund - Growth
3Y Returns6.09%
PGIM India Overnight Fund - Regular Plan- Growth Option
3Y Returns6.1%
BANDHAN Corporate Bond Fund - Regular Growth
3Y Returns5.78%
UTI Corporate Bond Fund - Regular Plan - Growth Option
3Y Returns6.21%