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LIC MF Tax Plan vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare

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tortoise-icon Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

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tortoise-icon LIC MF ELSS Regular Plan-Growth

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tortoise-icon LIC MF ELSS Tax Saver - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
Fund Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹4444 Cr ₹1107 Cr ₹1107 Cr
Min Investment ₹500 ₹500 ₹500
Min SIP Invesment ₹500 ₹500 ₹500
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 21 Jan 2015 17 Apr 2000 17 Apr 2000
Category ELSS ELSS ELSS
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI NIFTY 500 TRI
Turn Over 70% % 84%
Expense Ratio 1.82 2.13 2.13
Manager Rakesh Shetty Karan Doshi Karan Doshi
ISIN Code INF247L01544 INF767K01956 INF767K01956
Exits Load Data not available./365 Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
1 Month -8.89% -1.21% -1.21%
6 Month -4.71% -0.13% -0.13%
1 Year -13.86% -2.49% -2.49%
3 Year 20.79% 15.25% 15.25%
5 Year 19.59% 14.4% 14.4%

SIP Return Analysis

Scheme Name Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
6 Month -4.16% 0.61% 0.61%
1 Year 3.83% 6.86% 6.86%
3 Year 16.16% 12.4% 12.4%
5 Year 18.2% 13.03% 13.03%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
1 Year 13.98% 12.7% 12.7%
3 Year 16.67% 13.89% 13.89%
5 Year 15.36% 12.56% 12.56%

Risk Management

Scheme Name Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
Standard Deviation 18.95% 12.19% 12.19%
Sharp 0.85% 0.74% 0.74%
Beta 1.19% 0.87% 0.87%
Alpha 5.73% 0.59% 0.59%

Fund Managers

Scheme Name Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
Name Rakesh Shetty Karan Doshi Karan Doshi
Total AUM ₹33886 Cr ₹2592 Cr ₹2592 Cr
Funds Managed 19 5 5
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth

Market Cap

Scheme Name

Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

LIC MF ELSS Regular Plan-Growth

LIC MF ELSS Tax Saver - Regular Plan - Growth

Others 19.24 3.27 3.27
Small Cap 30.77 17.82 17.82
Mid Cap 40.6 14.97 14.97
Large Cap 9.39 63.95 63.95

Sector Allocation

Scheme Name

Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

LIC MF ELSS Regular Plan-Growth

LIC MF ELSS Tax Saver - Regular Plan - Growth

Others 1.63 2.32 2.32
Communication Services 0.38 1.12 1.12
Healthcare 2.75 7.18 7.18
Industrials 24.8 13.45 13.45
Basic Materials 7.23 6.89 6.89
Technology 16.32 7.02 7.02
Financial Services 23.59 30.99 30.99
Consumer Cyclical 17.27 18.59 18.59
Consumer Defensive 1.96 9.96 9.96
Real Estate 4.07 - -
Energy - 2.47 2.47

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