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) | ₹6899 Cr | ₹4223 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 | 2.98% | 5.46% |
6 Month | 14.16% | 25.31% |
1 Year | -3.56% | -3.24% |
3 Year | 15.72% | 25.42% |
5 Year | 22.65% | 25.82% |
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 | 3.43% | 5.61% |
1 Year | 9.3% | 11.66% |
3 Year | 13.06% | 23.63% |
5 Year | 15.44% | 22.38% |
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 | 14.18% | 14.95% |
3 Year | 16.74% | 16.05% |
5 Year | 16.93% | 14.81% |
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 | 11.71% | 18.99% |
Sharp | 0.66% | 0.86% |
Beta | 0.86% | 1.15% |
Alpha | 1.48% | 8.02% |
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 | 5.71 | 5.11 |
Large Cap | 68.79 | 14.9 |
Small Cap | 14.17 | 35.33 |
Mid Cap | 11.33 | 44.66 |
Sector Allocation
Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Others | 4.69 | 1.75 |
Energy | 7.52 | - |
Technology | 8.81 | 13.51 |
Consumer Cyclical | 10.27 | 18.07 |
Industrials | 4.97 | 31.75 |
Basic Materials | 9.49 | 5.57 |
Financial Services | 32.99 | 18.72 |
Healthcare | 6.17 | 3.36 |
Utilities | 1.85 | - |
Consumer Defensive | 8.62 | 1.34 |
Communication Services | 2.47 | 1.59 |
Real Estate | 2.14 | 4.35 |
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