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) | ₹14769 Cr | ₹4341 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 | -3.14% | -4.73% |
| 6 Month | 1.11% | -6.65% |
| 1 Year | 11.33% | 8.49% |
| 3 Year | 16.31% | 22.42% |
| 5 Year | 15.87% | 18.91% |
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 | -4.38% | -9.19% |
| 1 Year | -1.33% | -11.8% |
| 3 Year | 10.08% | 9.62% |
| 5 Year | 12.24% | 14.93% |
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 | 14.12% | 13.53% |
| 3 Year | 16.53% | 16.85% |
| 5 Year | 16.4% | 15.54% |
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% | 13.65% |
| Sharp | 0.88% | 0.87% |
| Beta | 0.87% | 1.22% |
| Alpha | 0.81% | 3.37% |
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 | 3.68 | 32.1 |
| Large Cap | 75.07 | 8.44 |
| Small Cap | 13.77 | 22.37 |
| Mid Cap | 7.48 | 37.09 |
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 | 2.11 | 3.03 |
| Communication Services | 4.01 | 0 |
| Energy | 7.54 | - |
| Technology | 4.36 | 10.56 |
| Healthcare | 12.05 | 3.54 |
| Industrials | 8.3 | 23.25 |
| Basic Materials | 4.77 | 8.31 |
| Consumer Defensive | 5.71 | 1.96 |
| Financial Services | 28.28 | 28.84 |
| Consumer Cyclical | 17.28 | 16.56 |
| Utilities | 4.17 | - |
| Real Estate | 1.43 | 3.96 |
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