ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare

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tortoise-icon ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

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tortoise-icon Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - 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 ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Fund ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹16326 Cr ₹3710 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 29 Mar 1996 05 Jan 2015
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 26% 70%
Expense Ratio 1.68 1.84
Manager Atul Penkar Rakesh Shetty
ISIN Code INF209K01108 INF247L01544
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
1 Month 0.99% 3.73%
6 Month 9.16% 22.37%
1 Year 27.34% 53.81%
3 Year 12.27% 26.99%
5 Year 12.74% 24.01%

SIP Return Analysis

Scheme Name ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
6 Month - -
1 Year 13.12% 34.16%
3 Year 17.86% 36.05%
5 Year 15.26% 29.93%

Rolling Lumpsum Returns

Scheme Name ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
1 Year 11.54% 15.51%
3 Year 11.95% 15.1%
5 Year 12.9% 12.78%

Risk Management

Scheme Name ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Standard Deviation 11.52% 13.65%
Sharp 0.42% 1.24%
Beta 0.92% 0.95%
Alpha -3.01% 4.45%

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Fund Managers

Scheme Name ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Name Atul Penkar Rakesh Shetty
Total AUM ₹21393 Cr ₹33886 Cr
Fund Manage 3 19
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

Market Cap

Scheme Name

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

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

Others 0.71 0.53
Large Cap 68.16 29.31
Small Cap 14.39 29.88
Mid Cap 16.78 40.29

Sector Allocation

Scheme Name

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

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

Others 0.71 0.53
Petroleum Products 5.79 -
IT - Software 6.8 3.15
Construction 4.78 -
Finance 6.67 5.3
Non - Ferrous Metals 0.81 -
Banks 19.95 5.32
Pharmaceuticals & Biotechnology 6.33 2.94
Chemicals & Petrochemicals 1.16 4.32
Paper, Forest & Jute Products 1.23 -
Healthcare Services 3.29 2.7
Cement & Cement Products 1.8 -
Automobiles 5.21 -
Personal Products 2.4 -
Transport Services 2.02 -
Insurance 1.96 -
Diversified FMCG 1.31 -
Realty 1.48 6.96
Retailing 3.81 13.79
Diversified Metals 0.95 -
Oil 1.62 -
Consumer Durables 4.01 8.81
Auto Components 2.57 2.66
Leisure Services 2.33 -
Electrical Equipment 0.01 19.57
Telecom - Services 3.19 -
Fertilizers & Agrochemicals 1.71 -
Industrial Manufacturing 2.32 5.65
Capital Markets 0.69 6.83
Power 1.46 -
Ferrous Metals 1.07 -
Beverages 0.6 -
Aerospace & Defense - 7.24
Industrial Products - 4.24

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