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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) | ₹15368 Cr | ₹4360 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 | 1.97% | 1.62% |
| 6 Month | 4.56% | -6.97% |
| 1 Year | 4.85% | 8.2% |
| 3 Year | 18.03% | 31.77% |
| 5 Year | 14.95% | 26.68% |
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 | 8.42% | 8.77% |
| 1 Year | 9.41% | 5.45% |
| 3 Year | 16.22% | 26.38% |
| 5 Year | 13.56% | 24.26% |
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 | 11.25% | 15.48% |
| 3 Year | 11.87% | 15.71% |
| 5 Year | 12.85% | 14.49% |
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 | 13.59% | 19.73% |
| Sharp | 0.65% | 1.07% |
| Beta | 0.93% | 1.13% |
| Alpha | -1.21% | 8.89% |
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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 |
| 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 | 1.62 | 3.84 |
| Large Cap | 68.55 | 26.25 |
| Mid Cap | 15.7 | 42.38 |
| Small Cap | 14.13 | 27.53 |
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 | 1.62 | 1.83 |
| Petroleum Products | 4.85 | - |
| IT - Software | 7.94 | - |
| Construction | 2.48 | - |
| Finance | 7.58 | - |
| Non - Ferrous Metals | 1.32 | - |
| Banks | 23.47 | - |
| Pharmaceuticals & Biotechnology | 6.19 | - |
| Paper, Forest & Jute Products | 1.04 | - |
| Healthcare Services | 3.87 | - |
| Automobiles | 4.19 | - |
| Personal Products | 2.17 | - |
| Transport Services | 0.76 | - |
| Diversified FMCG | 1.23 | - |
| Insurance | 1.34 | - |
| Realty | 0.65 | - |
| Retailing | 4.45 | - |
| Diversified Metals | 0.92 | - |
| Oil | 1.59 | - |
| Consumer Durables | 2.77 | - |
| Industrial Products | 1.72 | - |
| Leisure Services | 1.94 | - |
| Auto Components | 1.84 | - |
| Telecom - Services | 3.96 | - |
| Chemicals & Petrochemicals | 0.75 | - |
| Fertilizers & Agrochemicals | 0.87 | - |
| Cement & Cement Products | 1.15 | - |
| Industrial Manufacturing | 1.22 | - |
| Capital Markets | 0.57 | - |
| Power | 1.36 | - |
| Transport Infrastructure | 2.05 | - |
| Ferrous Metals | 1.45 | - |
| Beverages | 0.69 | - |
| Healthcare | - | 2.01 |
| Industrials | - | 30.18 |
| Financial Services | - | 17.97 |
| Basic Materials | - | 6.36 |
| Technology | - | 12.09 |
| Real Estate | - | 6.8 |
| Consumer Cyclical | - | 22.76 |
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