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) | ₹15870 Cr | ₹4506 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 | -2.63% | -3.72% |
6 Month | 9.19% | 8.14% |
1 Year | -0.8% | 3.61% |
3 Year | 13.77% | 25.98% |
5 Year | 14.71% | 26.08% |
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 | 7.28% | 11.31% |
1 Year | 11.39% | 11.83% |
3 Year | 16.24% | 26.78% |
5 Year | 13.56% | 24.45% |
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 | 10.84% | 14.95% |
3 Year | 11.93% | 16.05% |
5 Year | 12.91% | 14.81% |
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% | 19.14% |
Sharp | 0.93% | 1.25% |
Beta | 0.94% | 1.11% |
Alpha | -2.26% | 8.92% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 3.57 | 7.01 |
Large Cap | 66.31 | 23.7 |
Mid Cap | 14.17 | 37.89 |
Small Cap | 15.95 | 31.4 |
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 | 0.82 | 0.81 |
Energy | 6.23 | - |
Technology | 8.26 | 10.72 |
Industrials | 7.5 | 35.64 |
Financial Services | 31.64 | 20.78 |
Basic Materials | 7.63 | 5.55 |
Healthcare | 10.89 | 3.27 |
Consumer Cyclical | 14.73 | 18.73 |
Consumer Defensive | 6.85 | - |
Real Estate | 0.75 | 3.88 |
Communication Services | 3.5 | 0.61 |
Utilities | 1.2 | - |
Top Comparisons
Sundaram Arbitrage Fund Regular Growth
3Y Returns6.65%
Invesco India Arbitrage Fund - Growth Option
3Y Returns7.23%
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns15.47%
Quant ELSS Tax Saver Fund Regular Plan-Growth
3Y Returns15.98%
ICICI Prudential Money Market Fund Option - Growth
3Y Returns7.51%
HSBC Money Market Fund - Regular Growth
3Y Returns7.16%
ITI Banking and PSU Fund Regular - Growth
3Y Returns7.03%
DSP Banking & PSU Debt Fund - Regular Plan - Growth
3Y Returns7.49%