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Edelweiss 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 Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

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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 Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Fund Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4223 Cr ₹411 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 21 Jan 2015 30 Dec 2008
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 70% 57%
Expense Ratio 1.82 2.35
Manager Rakesh Shetty Trideep Bhattacharya
ISIN Code INF247L01544 INF754K01517
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 Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Month 4.79% 1.69%
6 Month 24.52% 15.08%
1 Year -3.42% -3.05%
3 Year 24.25% 14.64%
5 Year 25.82% 18.68%

SIP Return Analysis

Scheme Name Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
6 Month 5.61% 3.12%
1 Year 11.66% 8.3%
3 Year 23.63% 14.52%
5 Year 22.38% 14.69%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Year 14.95% 11.9%
3 Year 16.05% 13.66%
5 Year 14.81% 13.67%

Risk Management

Scheme Name Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Standard Deviation 18.99% 13.30%
Sharp 0.86% 0.59%
Beta 1.15% 0.98%
Alpha 8.02% 0.75%

Fund Managers

Scheme Name Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Name Rakesh Shetty Trideep Bhattacharya
Total AUM ₹33886 Cr ₹0 Cr
Funds Managed 19 9
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

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

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

Others 5.11 5.34
Small Cap 35.33 15.57
Mid Cap 44.66 17.91
Large Cap 14.9 61.18

Sector Allocation

Scheme Name

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

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

Others 1.75 2.21
Communication Services 1.59 3.87
Healthcare 3.36 8.58
Industrials 31.75 8.76
Basic Materials 5.57 4.94
Technology 13.51 10.99
Consumer Cyclical 18.07 10.12
Financial Services 18.72 35.61
Real Estate 4.35 1.27
Consumer Defensive 1.34 5.14
Energy - 6.09
Utilities - 2.43

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