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) ₹14918 Cr ₹2921 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 1.69 1.89
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 4.07% 4.22%
6 Month 18% 26.39%
1 Year 34.76% 59.09%
3 Year 13.43% 25.37%
5 Year 14.55% 24.08%

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 15.99% 24.74%
3 Year 30.49% 56.99%
5 Year 47.62% 96.29%

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 15.28% 25.72%
3 Year 36.01% 70.31%
5 Year 53.59% 108.16%

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 0.55% 1.24%
Beta 0.88% 0.96%
Alpha -4.19% 5.71%

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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

Large Cap 65.43 39.92
Mid Cap 20.95 25.21
Small Cap 12.19 28.89
Others 1.44 5.97

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

Financial 23.09 16.96
Energy 9.45 -
Construction 5.76 8.38
Technology 6.45 2.46
Communication 3.57 1.9
Capital Goods 3.27 23.96
Healthcare 7.92 8.69
Automobile 9.97 2.08
Consumer Staples 6.32 -
Services 11.2 21.53
Materials 2.35 -
Chemicals 1.97 2.17
Consumer Discretionary 3.68 5.46
Others 1.44 0.7
Metals & Mining 1.86 2.29
Insurance 1.15 -
Diversified 0.56 3.41

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