Bandhan ELSS Tax saver Fund vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Fund | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7215 Cr | ₹4444 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 26 Dec 2008 | 21 Jan 2015 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 13% | 70% |
| Expense Ratio | 1.76 | 1.82 |
| Manager | Ritika Behera | Rakesh Shetty |
| ISIN Code | INF194K01292 | INF247L01544 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.07% | -8.4% |
| 6 Month | 4.22% | -4.88% |
| 1 Year | 4.51% | -13.18% |
| 3 Year | 15.26% | 20.75% |
| 5 Year | 19.47% | 19.62% |
SIP Return Analysis
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.47% | -4.16% |
| 1 Year | 15.96% | 3.83% |
| 3 Year | 12.85% | 16.16% |
| 5 Year | 14.49% | 18.2% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.31% | 13.86% |
| 3 Year | 16.49% | 16.74% |
| 5 Year | 17.09% | 15.43% |
Risk Management
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.58% | 18.95% |
| Sharp | 0.71% | 0.85% |
| Beta | 0.86% | 1.19% |
| Alpha | 0.81% | 5.73% |
Fund Managers
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Name | Ritika Behera | Rakesh Shetty |
| Total AUM | ₹43013 Cr | ₹33886 Cr |
| Funds Managed | 19 | 19 |
| Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.68 | 19.24 |
| Large Cap | 70 | 9.39 |
| Small Cap | 12.68 | 30.77 |
| Mid Cap | 11.64 | 40.6 |
Sector Allocation
| Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.36 | 1.63 |
| Energy | 8.04 | - |
| Technology | 11 | 16.32 |
| Consumer Cyclical | 9.77 | 17.27 |
| Industrials | 4.2 | 24.8 |
| Financial Services | 33.14 | 23.59 |
| Healthcare | 5.77 | 2.75 |
| Basic Materials | 7.42 | 7.23 |
| Utilities | 1.85 | - |
| Consumer Defensive | 8.65 | 1.96 |
| Communication Services | 2.6 | 0.38 |
| Real Estate | 2.19 | 4.07 |
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