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) | ₹4377 Cr | ₹34302 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 | 0.01% | 1.67% |
| 6 Month | 11.19% | 5.39% |
| 1 Year | -0.27% | 4.05% |
| 3 Year | 25.48% | 14.22% |
| 5 Year | 25.27% | 15.41% |
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 | 1.82% | 2.36% |
| 1 Year | 12.92% | 12.1% |
| 3 Year | 22.37% | 14.65% |
| 5 Year | 21.86% | 12.13% |
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 | 14.55% | 14.03% |
| 3 Year | 16.29% | 14.04% |
| 5 Year | 15% | 16.73% |
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 | 18.88% | 15.43% |
| Sharp | 0.95% | 0.56% |
| Beta | 1.16% | 0.87% |
| Alpha | 7.72% | -2.09% |
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 | 7.68 | 9 |
| Small Cap | 32.04 | 2.73 |
| Mid Cap | 44.91 | 21.2 |
| Large Cap | 15.36 | 67.07 |
Sector Allocation
| Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.33 | 2.45 |
| Communication Services | 1.94 | 5.43 |
| Healthcare | 3.35 | 8.56 |
| Industrials | 27.65 | 11.11 |
| Basic Materials | 5.74 | 8.2 |
| Technology | 17.92 | 7.95 |
| Consumer Cyclical | 18.61 | 16.8 |
| Financial Services | 15.97 | 29.22 |
| Real Estate | 3.72 | 1.04 |
| Consumer Defensive | 0.78 | 4.34 |
| Energy | - | 2 |
| Utilities | - | 2.89 |
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