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) | ₹4223 Cr | ₹34528 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 | 5.46% | 2.67% |
6 Month | 25.31% | 14.8% |
1 Year | -3.24% | -0.65% |
3 Year | 25.42% | 13.05% |
5 Year | 25.82% | 15.62% |
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 | 5.61% | 3.52% |
1 Year | 11.66% | 10.73% |
3 Year | 23.63% | 14.58% |
5 Year | 22.38% | 12.04% |
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 | 14.95% | 14.24% |
3 Year | 16.05% | 14.15% |
5 Year | 14.81% | 16.86% |
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% | 15.43% |
Sharp | 0.86% | 0.45% |
Beta | 1.15% | 0.88% |
Alpha | 8.02% | -2.28% |
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 | 5.11 | 7.8 |
Small Cap | 35.33 | 3.06 |
Mid Cap | 44.66 | 21.69 |
Large Cap | 14.9 | 67.46 |
Sector Allocation
Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 1.75 | 1.9 |
Communication Services | 1.59 | 5.39 |
Healthcare | 3.36 | 8.68 |
Industrials | 31.75 | 11.18 |
Basic Materials | 5.57 | 8.66 |
Technology | 13.51 | 8.07 |
Consumer Cyclical | 18.07 | 16.3 |
Financial Services | 18.72 | 28.98 |
Real Estate | 4.35 | 1.13 |
Consumer Defensive | 1.34 | 4.74 |
Energy | - | 2.03 |
Utilities | - | 2.93 |
Top Comparisons
ICICI Prudential Gilt Fund - Growth
3Y Returns7.75%
Axis Gilt Fund - Regular Plan - Growth Option
3Y Returns7.28%
HDFC Infrastructure Fund - Growth Plan
3Y Returns27.4%
Aditya Birla Sun Life Infrastructure Fund-Growth
3Y Returns23.56%
Kotak Debt Hybrid - Growth
3Y Returns9.96%
Nippon India Conservative Hybrid Fund - Regular - Growth
3Y Returns8.91%
BANDHAN Dynamic Bond Fund - Regular Plan B - Growth
3Y Returns6.69%
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
3Y Returns7.48%