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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) | ₹15175 Cr | ₹4377 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 | 3.39% | 2.08% |
| 6 Month | 10.7% | 13.61% |
| 1 Year | 7.01% | 0.22% |
| 3 Year | 14.9% | 24.61% |
| 5 Year | 14.56% | 25.63% |
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 | 3.66% | 1.82% |
| 1 Year | 18.54% | 12.92% |
| 3 Year | 16.17% | 22.37% |
| 5 Year | 13.55% | 21.86% |
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 | 10.63% | 14.55% |
| 3 Year | 12% | 16.29% |
| 5 Year | 12.98% | 15% |
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% | 18.88% |
| Sharp | 0.7% | 0.95% |
| Beta | 0.92% | 1.16% |
| Alpha | -1.08% | 7.72% |
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 | 4.06 | 7.68 |
| Large Cap | 68.07 | 15.36 |
| Mid Cap | 10.09 | 44.91 |
| Small Cap | 17.78 | 32.04 |
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 | 1.66 | 4.33 |
| Energy | 4.9 | - |
| Technology | 9.04 | 17.92 |
| Industrials | 7.11 | 27.65 |
| Financial Services | 31.82 | 15.97 |
| Basic Materials | 7.06 | 5.74 |
| Healthcare | 10.51 | 3.35 |
| Consumer Cyclical | 14.19 | 18.61 |
| Consumer Defensive | 8.59 | 0.78 |
| Communication Services | 3.29 | 1.94 |
| Utilities | 1.27 | - |
| Real Estate | 0.56 | 3.72 |
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