Edelweiss ELSS Tax saver Fund vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹4341 Cr | ₹451 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 | -2.83% | -1.55% |
| 6 Month | -7.21% | 3.68% |
| 1 Year | 5.37% | 10.83% |
| 3 Year | 22.39% | 17.64% |
| 5 Year | 19.1% | 15.84% |
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 | -1.99% | 3.12% |
| 1 Year | 4.47% | 15.7% |
| 3 Year | 14.24% | 13.78% |
| 5 Year | 17.48% | 14.34% |
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 | 13.53% | 11.21% |
| 3 Year | 16.85% | 14.04% |
| 5 Year | 15.54% | 13.83% |
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 | 13.65% | 12.15% |
| Sharp | 0.87% | 0.88% |
| Beta | 1.22% | 0.97% |
| Alpha | 3.37% | 0.85% |
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 | 32.1 | 8.86 |
| Small Cap | 22.37 | 15.44 |
| Mid Cap | 37.09 | 18.72 |
| Large Cap | 8.44 | 56.98 |
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 | 3.03 | 2.51 |
| Communication Services | 0 | 3.92 |
| Healthcare | 3.54 | 6.89 |
| Industrials | 23.25 | 8.88 |
| Basic Materials | 8.31 | 4.84 |
| Technology | 10.56 | 11.17 |
| Financial Services | 28.84 | 35.78 |
| Consumer Cyclical | 16.56 | 11.56 |
| Consumer Defensive | 1.96 | 4.28 |
| Real Estate | 3.96 | 1.16 |
| Energy | - | 7.16 |
| Utilities | - | 1.84 |
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