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) | ₹6537 Cr | ₹4377 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 | 0.72% | 0.55% |
6 Month | 7.85% | 17.37% |
1 Year | -2.1% | -5.93% |
3 Year | 19.39% | 26.56% |
5 Year | 23.94% | 26.18% |
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 | 0.7% | 3.15% |
1 Year | 7.73% | 14.05% |
3 Year | 15.71% | 22.6% |
5 Year | 16.95% | 21.81% |
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% | 14.55% |
3 Year | 17.1% | 16.29% |
5 Year | 17.74% | 15% |
Risk Management
Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.69% | 18.88% |
Sharp | 0.90% | 0.95% |
Beta | 0.96% | 1.16% |
Alpha | 2.93% | 7.72% |
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 | 4.27 | 5.11 |
Large Cap | 73.67 | 14.9 |
Small Cap | 9.19 | 35.33 |
Mid Cap | 12.87 | 44.66 |
Sector Allocation
Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Others | 3.93 | 1.75 |
Energy | 3.06 | - |
Technology | 8.57 | 17.71 |
Industrials | 12.02 | 27.55 |
Financial Services | 30.2 | 18.72 |
Healthcare | 7.02 | 3.36 |
Basic Materials | 5.82 | 5.57 |
Consumer Cyclical | 12.11 | 18.07 |
Communication Services | 5.22 | 1.59 |
Utilities | 4.91 | - |
Consumer Defensive | 5.38 | 1.34 |
Real Estate | 1.78 | 4.35 |
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