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) | ₹4444 Cr | ₹448 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 | -6.52% | -0.56% |
| 6 Month | -4.24% | 4.29% |
| 1 Year | -13.05% | 0.95% |
| 3 Year | 21.33% | 16.54% |
| 5 Year | 20.02% | 16.38% |
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 | -4.16% | 3.78% |
| 1 Year | 3.83% | 17.96% |
| 3 Year | 16.16% | 15.09% |
| 5 Year | 18.2% | 14.8% |
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 | 13.98% | 11.39% |
| 3 Year | 16.67% | 13.96% |
| 5 Year | 15.36% | 13.79% |
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 | 18.95% | 13.18% |
| Sharp | 0.85% | 0.71% |
| Beta | 1.19% | 0.98% |
| Alpha | 5.73% | 0.89% |
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 | 19.24 | 4.18 |
| Small Cap | 30.77 | 16.68 |
| Mid Cap | 40.6 | 18.95 |
| Large Cap | 9.39 | 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 | 1.63 | 1.54 |
| Communication Services | 0.38 | 3.93 |
| Healthcare | 2.75 | 7.37 |
| Industrials | 24.8 | 8.97 |
| Basic Materials | 7.23 | 4.74 |
| Technology | 16.32 | 11.43 |
| Financial Services | 23.59 | 36.23 |
| Consumer Cyclical | 17.27 | 10.6 |
| Consumer Defensive | 1.96 | 4.93 |
| Real Estate | 4.07 | 1.29 |
| Energy | - | 6.97 |
| Utilities | - | 1.99 |
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