ICICI Prudential ELSS Tax Saver Fund (Tax Saving) vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare
ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Fund | ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - 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) | ₹14425 Cr | ₹4377 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 19 Aug 1999 | 21 Jan 2015 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 29% | 70% |
Expense Ratio | 1.72 | 1.82 |
Manager | Mittul Kalawadia | Rakesh Shetty |
ISIN Code | INF109K01464 | INF247L01544 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.59% | -0.61% |
6 Month | 8.51% | 16.08% |
1 Year | 4.3% | -3.19% |
3 Year | 17.84% | 26.57% |
5 Year | 21.56% | 26.06% |
SIP Return Analysis
Scheme Name | ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.38% | 2.78% |
1 Year | 15.83% | 14.21% |
3 Year | 16.58% | 22.98% |
5 Year | 16.06% | 22.19% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.21% | 14.55% |
3 Year | 15.95% | 16.29% |
5 Year | 16.64% | 15% |
Risk Management
Scheme Name | ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 11.92% | 18.88% |
Sharp | 0.87% | 0.95% |
Beta | 0.87% | 1.16% |
Alpha | 1.24% | 7.72% |
Fund Managers
Scheme Name | ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Name | Mittul Kalawadia | Rakesh Shetty |
Total AUM | ₹45730 Cr | ₹33886 Cr |
Funds Managed | 5 | 19 |
ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Market Cap
Scheme Name |
ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Others | 2.71 | 7.68 |
Large Cap | 75.96 | 15.36 |
Small Cap | 12.6 | 32.04 |
Mid Cap | 8.73 | 44.91 |
Sector Allocation
Scheme Name |
ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Others | 1.72 | 4.33 |
Energy | 6.88 | - |
Technology | 4.15 | 17.92 |
Healthcare | 11.64 | 3.35 |
Basic Materials | 4.1 | 5.74 |
Industrials | 8.44 | 27.65 |
Financial Services | 28.78 | 15.97 |
Consumer Cyclical | 17 | 18.61 |
Consumer Defensive | 6.24 | 0.78 |
Communication Services | 5.49 | 1.94 |
Utilities | 4.37 | - |
Real Estate | 1.18 | 3.72 |
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