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Axis ELSS Tax Saver Fund vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare

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tortoise-icon Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

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tortoise-icon Axis ELSS Tax Saver Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹4444 Cr ₹35172 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 -4.26% -0.81%
6 Month -5.67% 0.75%
1 Year -11.65% 0.35%
3 Year 20.74% 13.09%
5 Year 20.51% 11.42%

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 -2.6% 1.64%
1 Year 5.5% 10.67%
3 Year 16.93% 12.79%
5 Year 18.66% 10.99%

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 13.98% 13.73%
3 Year 16.67% 14.04%
5 Year 15.36% 16.49%

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 18.95% 15.43%
Sharp 0.85% 0.63%
Beta 1.19% 0.89%
Alpha 5.73% -0.79%

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 19.24 8.23
Small Cap 30.77 2.95
Mid Cap 40.6 22.65
Large Cap 9.39 66.18

Sector Allocation

Scheme Name

Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

Axis ELSS Tax Saver Fund - Regular Plan - Growth

Others 1.63 1.58
Communication Services 0.38 6
Healthcare 2.75 9.07
Industrials 24.8 11.62
Basic Materials 7.23 8.47
Technology 16.32 8.37
Financial Services 23.59 29.53
Consumer Cyclical 17.27 16.13
Consumer Defensive 1.96 3.78
Real Estate 4.07 1.16
Energy - 1.53
Utilities - 2.77

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