ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Chart Comparison
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) | ₹15691 Cr | ₹4444 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 07 Mar 2008 | 21 Jan 2015 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 26% | 70% |
| Expense Ratio | 1.7 | 1.82 |
| Manager | Atul Penkar | Rakesh Shetty |
| ISIN Code | INF209K01108 | INF247L01544 |
| Exits Load | Data not available./365 | Data not available./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 | 0.37% | -4.85% |
| 6 Month | 4.7% | -2.76% |
| 1 Year | 5.58% | -11.52% |
| 3 Year | 14.12% | 21.1% |
| 5 Year | 12.07% | 20.63% |
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 | 2.35% | -4.16% |
| 1 Year | 17.65% | 3.83% |
| 3 Year | 14.68% | 16.16% |
| 5 Year | 12.68% | 18.2% |
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 | 10.48% | 13.98% |
| 3 Year | 12.12% | 16.67% |
| 5 Year | 13.01% | 15.36% |
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 | 12.40% | 18.95% |
| Sharp | 0.61% | 0.85% |
| Beta | 0.93% | 1.19% |
| Alpha | -0.47% | 5.73% |
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 |
| Funds Managed | 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 | 4.79 | 19.24 |
| Large Cap | 67.32 | 9.39 |
| Mid Cap | 9.13 | 40.6 |
| Small Cap | 18.75 | 30.77 |
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 | 1.26 | 1.63 |
| Energy | 5.28 | - |
| Technology | 9.74 | 16.32 |
| Industrials | 7.5 | 24.8 |
| Financial Services | 31.64 | 23.59 |
| Consumer Defensive | 8.01 | 1.96 |
| Basic Materials | 4.56 | 7.23 |
| Healthcare | 11.17 | 2.75 |
| Real Estate | 1.59 | 4.07 |
| Consumer Cyclical | 13.67 | 17.27 |
| Communication Services | 3.49 | 0.38 |
| Utilities | 2.1 | - |
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