- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
LIC MF Tax Plan vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare
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
Chart Comparison
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) | ₹4377 Cr | ₹1087 Cr | ₹1087 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 | -0.61% | -0.52% | -0.52% |
| 6 Month | 16.08% | 5.11% | 5.11% |
| 1 Year | -3.19% | -0.26% | -0.26% |
| 3 Year | 26.57% | 15.75% | 15.75% |
| 5 Year | 26.06% | 18.31% | 18.31% |
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 | 2.78% | 0.99% | 0.99% |
| 1 Year | 14.21% | 7% | 7% |
| 3 Year | 22.98% | 14.33% | 14.33% |
| 5 Year | 22.19% | 14.29% | 14.29% |
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 | 14.55% | 12.25% | 12.25% |
| 3 Year | 16.29% | 13.22% | 13.22% |
| 5 Year | 15% | 12.03% | 12.03% |
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 | 18.88% | 12.54% | 12.54% |
| Sharp | 0.95% | 0.63% | 0.63% |
| Beta | 1.16% | 0.86% | 0.86% |
| Alpha | 7.72% | 0.33% | 0.33% |
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 | 7.68 | 2.49 | 2.49 |
| Small Cap | 32.04 | 17.84 | 17.84 |
| Mid Cap | 44.91 | 15.89 | 15.89 |
| Large Cap | 15.36 | 63.78 | 63.78 |
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 | 4.33 | 1.45 | 1.45 |
| Communication Services | 1.94 | 1.33 | 1.33 |
| Healthcare | 3.35 | 7.36 | 7.36 |
| Industrials | 27.65 | 15.72 | 15.72 |
| Basic Materials | 5.74 | 6.8 | 6.8 |
| Technology | 17.92 | 6.46 | 6.46 |
| Consumer Cyclical | 18.61 | 18.5 | 18.5 |
| Financial Services | 15.97 | 30.1 | 30.1 |
| Real Estate | 3.72 | 0.24 | 0.24 |
| Consumer Defensive | 0.78 | 9.82 | 9.82 |
| Energy | - | 2.21 | 2.21 |
Top Comparisons
ITI Banking and PSU Fund Regular - Growth
3Y Returns7.15%
Axis Banking & PSU Debt Fund - Regular Plan - Growth option
3Y Returns7.46%
PGIM India Global Equity Opportunities Fund of Fund - Growth
3Y Returns23.92%
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth
3Y Returns21.11%
Tata Small Cap Fund Regular Growth
3Y Returns19.74%
LIC MF Small Cap Fund Regular - Growth
3Y Returns17.8%
ICICI Prudential Silver ETF Fund of Fund - Growth
3Y Returns40.93%
Axis Silver Fund of Fund -Regular Plan- Growth Option
3Y Returns41.36%
