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) | ₹4515 Cr | ₹440 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 | 1.02% | 2.36% |
| 6 Month | 6.09% | 7.28% |
| 1 Year | 6.58% | 9.27% |
| 3 Year | 25.35% | 16.5% |
| 5 Year | 23.52% | 17.79% |
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 | 1.48% | 4.17% |
| 1 Year | 13.99% | 16.97% |
| 3 Year | 21.38% | 15.69% |
| 5 Year | 21.21% | 15.21% |
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 | 14.09% | 11.5% |
| 3 Year | 16.52% | 13.91% |
| 5 Year | 15.26% | 13.77% |
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 | 18.83% | 13.18% |
| Sharp | 0.93% | 0.71% |
| Beta | 1.18% | 0.98% |
| Alpha | 6.33% | 0.14% |
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 | 10.79 | 4.18 |
| Small Cap | 31.95 | 16.68 |
| Mid Cap | 42.37 | 18.95 |
| Large Cap | 14.89 | 60.18 |
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 | 3.36 | 1.54 |
| Communication Services | 1.87 | 3.93 |
| Healthcare | 3.27 | 7.37 |
| Industrials | 28.02 | 8.97 |
| Basic Materials | 7.64 | 4.74 |
| Technology | 17.86 | 11.43 |
| Consumer Cyclical | 19.57 | 10.6 |
| Financial Services | 14.25 | 36.23 |
| Real Estate | 4.16 | 1.29 |
| Consumer Defensive | 0 | 4.93 |
| Energy | - | 6.97 |
| Utilities | - | 1.99 |
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