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 | -1.1% | 0.97% |
| 6 Month | 11.7% | 4.96% |
| 1 Year | -2.51% | 3.5% |
| 3 Year | 23.34% | 13.23% |
| 5 Year | 24% | 13.91% |
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 | 0.16% | 1.4% |
| 1 Year | 10.22% | 10.04% |
| 3 Year | 20.09% | 13.1% |
| 5 Year | 20.37% | 11.07% |
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 | 18.83% | 12.80% |
| Sharp | 0.93% | 0.56% |
| Beta | 1.18% | 0.88% |
| Alpha | 6.33% | -1.18% |
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 | 10.79 | 9 |
| Small Cap | 31.95 | 2.73 |
| Mid Cap | 42.37 | 21.2 |
| Large Cap | 14.89 | 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 | 3.36 | 2.45 |
| Communication Services | 1.87 | 5.43 |
| Healthcare | 3.27 | 8.56 |
| Industrials | 28.02 | 11.11 |
| Basic Materials | 7.64 | 8.2 |
| Technology | 17.86 | 7.95 |
| Consumer Cyclical | 19.57 | 16.8 |
| Financial Services | 14.25 | 29.22 |
| Real Estate | 4.16 | 1.04 |
| Consumer Defensive | 0 | 4.34 |
| Energy | - | 2 |
| Utilities | - | 2.89 |
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