Franklin India ELSS Tax Saver Fund vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare
Franklin India ELSS Tax Saver Fund-Growth
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Fund | Franklin India ELSS Tax Saver Fund-Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6693 Cr | ₹4341 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 10 Apr 1999 | 21 Jan 2015 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 20.34% | 70% |
| Expense Ratio | 1.81 | 1.82 |
| Manager | R Janakiraman | Rakesh Shetty |
| ISIN Code | INF090I01775 | INF247L01544 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.15% | -2.83% |
| 6 Month | -1.78% | -7.21% |
| 1 Year | 5.8% | 5.37% |
| 3 Year | 18.31% | 22.39% |
| 5 Year | 17.88% | 19.1% |
SIP Return Analysis
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.93% | -1.99% |
| 1 Year | 7.46% | 4.47% |
| 3 Year | 12.56% | 14.24% |
| 5 Year | 15.08% | 17.48% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.33% | 13.53% |
| 3 Year | 17.55% | 16.85% |
| 5 Year | 17.38% | 15.54% |
Risk Management
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.35% | 18.99% |
| Sharp | 0.88% | 0.83% |
| Beta | 0.94% | 1.21% |
| Alpha | 1.84% | 4.16% |
Fund Managers
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Name | R Janakiraman | Rakesh Shetty |
| Total AUM | ₹50034 Cr | ₹33886 Cr |
| Funds Managed | 8 | 19 |
| Franklin India ELSS Tax Saver Fund-Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.43 | 32.1 |
| Large Cap | 72.96 | 8.44 |
| Small Cap | 8.15 | 22.37 |
| Mid Cap | 10.45 | 37.09 |
Sector Allocation
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.74 | 3.03 |
| Energy | 3.46 | - |
| Technology | 8.94 | 10.56 |
| Industrials | 13.24 | 23.25 |
| Financial Services | 32.3 | 28.84 |
| Healthcare | 5.31 | 3.54 |
| Basic Materials | 5.41 | 8.31 |
| Consumer Cyclical | 10.54 | 16.56 |
| Communication Services | 4.63 | 0 |
| Utilities | 4.82 | - |
| Consumer Defensive | 6.14 | 1.96 |
| Real Estate | 1.48 | 3.96 |
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