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) | ₹4360 Cr | ₹1113 Cr | ₹1113 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 | 2.72% | 2.54% | 2.54% |
6 Month | -5.77% | -1.74% | -1.74% |
1 Year | 9.88% | 3.95% | 3.95% |
3 Year | 31.95% | 20.36% | 20.36% |
5 Year | 27.57% | 20.89% | 20.89% |
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 | 15.4% | 7.79% | 7.79% |
1 Year | 14.19% | 8.7% | 8.7% |
3 Year | 28.48% | 18.31% | 18.31% |
5 Year | 25.29% | 17.06% | 17.06% |
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 | 15.48% | 12.54% | 12.54% |
3 Year | 15.71% | 12.99% | 12.99% |
5 Year | 14.49% | 11.88% | 11.88% |
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 | 19.73% | 13.98% | 13.98% |
Sharp | 1.07% | 0.75% | 0.75% |
Beta | 1.13% | 0.88% | 0.88% |
Alpha | 8.89% | 1.00% | 1.00% |
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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 | 4.14 | 4.43 | 4.43 |
Mid Cap | 37.64 | 15.33 | 15.33 |
Large Cap | 27.71 | 62.14 | 62.14 |
Small Cap | 30.51 | 18.1 | 18.1 |
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 | 1.18 | 3.83 | 3.83 |
Healthcare | 2.96 | 5.87 | 5.87 |
Industrials | 37.3 | 15.58 | 15.58 |
Basic Materials | 5.67 | 6.54 | 6.54 |
Technology | 8.6 | 7.13 | 7.13 |
Financial Services | 17.43 | 30.06 | 30.06 |
Real Estate | 6.27 | 0.23 | 0.23 |
Consumer Cyclical | 20.59 | 17.77 | 17.77 |
Energy | - | 1.97 | 1.97 |
Communication Services | - | 1.25 | 1.25 |
Consumer Defensive | - | 9.78 | 9.78 |
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