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) | ₹4377 Cr | ₹417 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 | 2.08% | 4.21% |
| 6 Month | 13.61% | 9.43% |
| 1 Year | 0.22% | 4.3% |
| 3 Year | 24.61% | 16.1% |
| 5 Year | 25.63% | 19.66% |
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 | 1.82% | 3.48% |
| 1 Year | 12.92% | 13.91% |
| 3 Year | 22.37% | 15.56% |
| 5 Year | 21.86% | 15.33% |
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 | 14.55% | 11.64% |
| 3 Year | 16.29% | 13.8% |
| 5 Year | 15% | 13.72% |
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 | 18.88% | 13.12% |
| Sharp | 0.95% | 0.70% |
| Beta | 1.16% | 0.99% |
| Alpha | 7.72% | 0.40% |
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 | 7.68 | 5.26 |
| Small Cap | 32.04 | 15.72 |
| Mid Cap | 44.91 | 18.76 |
| Large Cap | 15.36 | 60.25 |
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 | 4.33 | 2.75 |
| Communication Services | 1.94 | 3.78 |
| Healthcare | 3.35 | 7.63 |
| Industrials | 27.65 | 9.37 |
| Basic Materials | 5.74 | 4.85 |
| Technology | 17.92 | 10.96 |
| Consumer Cyclical | 18.61 | 10.96 |
| Financial Services | 15.97 | 35.22 |
| Real Estate | 3.72 | 1.19 |
| Consumer Defensive | 0.78 | 5.14 |
| Energy | - | 6.01 |
| Utilities | - | 2.13 |
Top Comparisons
Mahindra Manulife Liquid Fund - Regular Plan - Growth
3Y Returns7%
BANDHAN LIQUID Fund - Regular Plan - Growth
3Y Returns6.93%
Bajaj Finserv Flexi Cap Fund Regular - Growth
3Y Returns0%
BANDHAN Flexi Cap Fund - Regular Plan - Growth
3Y Returns15.19%
Mahindra Manulife Small Cap Fund - Regular Plan - Growth
3Y Returns0%
Invesco India Smallcap Fund - Regular Plan - Growth
3Y Returns25.2%
Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option
3Y Returns7.1%
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
3Y Returns7.73%