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) | ₹4402 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 | -3.4% | 0.18% |
6 Month | 18.78% | 10.51% |
1 Year | - | 2.78% |
3 Year | 23.57% | 11.6% |
5 Year | 25.22% | 15.6% |
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 | 3.96% | 2.89% |
1 Year | 0.51% | 4.98% |
3 Year | 21.72% | 13.53% |
5 Year | 21.48% | 11.62% |
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 | 18.64% | 15.43% |
Sharp | 1.03% | 0.59% |
Beta | 1.12% | 0.88% |
Alpha | 8.82% | -2.32% |
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 | 7.44 | 8.32 |
Small Cap | 34.39 | 2.99 |
Mid Cap | 41.11 | 21.76 |
Large Cap | 17.06 | 66.94 |
Sector Allocation
Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 1.71 | 2.58 |
Communication Services | 1.57 | 5.23 |
Healthcare | 3.01 | 9.41 |
Industrials | 31.5 | 10.94 |
Basic Materials | 5.89 | 8.25 |
Technology | 11.38 | 7.59 |
Financial Services | 22.55 | 30.08 |
Consumer Cyclical | 17.85 | 14.4 |
Real Estate | 4.55 | 1.16 |
Energy | - | 2.16 |
Consumer Defensive | - | 5.28 |
Utilities | - | 2.91 |
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