Axis ELSS Tax Saver Fund vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Axis ELSS Tax Saver Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4341 Cr | ₹34263 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 21 Jan 2015 | 29 Dec 2009 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 70% | 25% |
| Expense Ratio | 1.82 | 1.53 |
| Manager | Rakesh Shetty | Shreyash Devalkar |
| ISIN Code | INF247L01544 | INF846K01131 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -7.69% | -4.69% |
| 6 Month | -12.53% | -4.48% |
| 1 Year | -2.94% | 4.2% |
| 3 Year | 20.13% | 14.22% |
| 5 Year | 17.68% | 9.33% |
SIP Return Analysis
| Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -9.19% | -4.52% |
| 1 Year | -11.8% | -3.89% |
| 3 Year | 9.62% | 7.94% |
| 5 Year | 14.93% | 8.67% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.53% | 13.59% |
| 3 Year | 16.85% | 14.06% |
| 5 Year | 15.54% | 16.41% |
Risk Management
| Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 18.99% | 12.65% |
| Sharp | 0.83% | 0.61% |
| Beta | 1.21% | 0.89% |
| Alpha | 4.16% | -0.82% |
Fund Managers
| Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Name | Rakesh Shetty | Shreyash Devalkar |
| Total AUM | ₹33886 Cr | ₹166770 Cr |
| Funds Managed | 19 | 14 |
| Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.1 | 10 |
| Small Cap | 22.37 | 2.95 |
| Mid Cap | 37.09 | 21.33 |
| Large Cap | 8.44 | 65.72 |
Sector Allocation
| Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.03 | 1.96 |
| Communication Services | 0 | 5.57 |
| Healthcare | 3.54 | 8.56 |
| Industrials | 23.25 | 9.8 |
| Basic Materials | 8.31 | 8.82 |
| Technology | 10.56 | 8.78 |
| Financial Services | 28.84 | 31.76 |
| Consumer Cyclical | 16.56 | 15.77 |
| Consumer Defensive | 1.96 | 3.61 |
| Real Estate | 3.96 | 1.13 |
| Energy | - | 1.87 |
| Utilities | - | 2.36 |
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