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) | ₹14346 Cr | ₹4223 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 | 2.72% | 4.79% |
6 Month | 15.78% | 24.52% |
1 Year | -0.37% | -3.42% |
3 Year | 15.97% | 24.25% |
5 Year | 20.8% | 25.82% |
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 | 4.42% | 5.61% |
1 Year | 13.91% | 11.66% |
3 Year | 16.51% | 23.63% |
5 Year | 16.08% | 22.38% |
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 | 13.37% | 14.95% |
3 Year | 15.94% | 16.05% |
5 Year | 16.57% | 14.81% |
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% | 18.99% |
Sharp | 0.8% | 0.86% |
Beta | 0.86% | 1.15% |
Alpha | 1.72% | 8.02% |
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 | 2.49 | 5.11 |
Large Cap | 76.08 | 14.9 |
Small Cap | 12.29 | 35.33 |
Mid Cap | 9.15 | 44.66 |
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 | 1.51 | 1.75 |
Energy | 6.66 | - |
Technology | 3.81 | 13.51 |
Healthcare | 12.41 | 3.36 |
Basic Materials | 4.19 | 5.57 |
Industrials | 8.39 | 31.75 |
Financial Services | 29.77 | 18.72 |
Consumer Cyclical | 16.32 | 18.07 |
Consumer Defensive | 6.14 | 1.34 |
Communication Services | 5.35 | 1.59 |
Utilities | 4.21 | - |
Real Estate | 1.26 | 4.35 |
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