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) | ₹15216 Cr | ₹4223 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 | 2.15% | 4.79% |
6 Month | 18.06% | 24.52% |
1 Year | -0.42% | -3.42% |
3 Year | 13.39% | 24.25% |
5 Year | 13.43% | 25.82% |
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 | 5.26% | 5.61% |
1 Year | 15.63% | 11.66% |
3 Year | 15.62% | 23.63% |
5 Year | 13.07% | 22.38% |
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% | 18.99% |
Sharp | 0.58% | 0.86% |
Beta | 0.93% | 1.15% |
Alpha | -1.3% | 8.02% |
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 | 4.29 | 5.11 |
Large Cap | 68.23 | 14.9 |
Mid Cap | 11.49 | 44.66 |
Small Cap | 15.99 | 35.33 |
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 | 1.5 | 1.75 |
Energy | 4.89 | - |
Technology | 7.78 | 13.51 |
Industrials | 7.07 | 31.75 |
Financial Services | 32.12 | 18.72 |
Basic Materials | 7.01 | 5.57 |
Healthcare | 11.45 | 3.36 |
Consumer Cyclical | 15.1 | 18.07 |
Consumer Defensive | 7.78 | 1.34 |
Real Estate | 0.68 | 4.35 |
Communication Services | 3.42 | 1.59 |
Utilities | 1.23 | - |
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