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 Tax Plan-Growth

Overview

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
Fund	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
Investment Plan	Growth	Growth	Growth
Level of Risk	Very High	Very High	Very High
Asset Size (Cr)	₹3710 Cr	₹1153 Cr	₹1153 Cr
Min Investment	₹500	₹500	₹500
Min SIP Invesment	₹500	₹500	₹0
Min Addl Investment	₹500	₹500	₹500
Launch Date	05 Jan 2015	31 Mar 1997	31 Mar 1997
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	1.84	2.13	2.13
Manager	Rakesh Shetty	Karan Doshi	Karan Doshi
ISIN Code	INF247L01544	INF767K01956	INF767K01956
Exits Load	Nil/365	Nil/365	Nil/365

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
1 Month	6.73%	2.25%	2.25%
6 Month	29.38%	24.02%	24.02%
1 Year	63.68%	37.93%	37.93%
3 Year	25.84%	18.17%	18.17%
5 Year	25.84%	19.25%	19.25%

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
6 Month	-	-	-
1 Year	24.74%	15.28%	15.28%
3 Year	56.99%	33.14%	33.14%
5 Year	96.29%	60.38%	60.38%

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
1 Year	25.72%	18.93%	18.93%
3 Year	70.31%	47.85%	47.85%
5 Year	108.16%	69.84%	69.84%

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
Standard Deviation	13.65%	12.19%	12.19%
Sharp	1.24%	0.93%	0.93%
Beta	0.95%	0.88%	0.88%
Alpha	4.45%	0.01%	0.01%

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

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
Large Cap	35.29	61.73	-
Mid Cap	39.8	18.2	-
Small Cap	21.58	17.23	-
Others	3.33	2.84	-

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
Retailing	14.2	-	-
Realty	8.41	-	-
Consumer Durables	7.33	-	-
Electrical Equipment	15.32	-	-
Aerospace & Defense	9.29	-	-
Industrial Manufacturing	5.82	-	-
Banks	8.53	-	-
Healthcare Services	3.22	-	-
IT - Software	2.77	-	-
Chemicals & Petrochemicals	2.73	-	-
Capital Markets	4.95	-	-
Others	3.33	1.7	-
Finance	7.03	-	-
Auto Components	2.39	-	-
Pharmaceuticals & Biotechnology	2.37	-	-
Telecom - Services	2.31	-	-
Financial	-	28.72	-
Capital Goods	-	10.82	-
Services	-	8.55	-
Technology	-	8.75	-
Construction	-	3.18	-
Energy	-	2.07	-
Consumer Discretionary	-	5.99	-
Automobile	-	9.73	-
Chemicals	-	3.61	-
Materials	-	2.69	-
Consumer Staples	-	7.91	-
Diversified	-	1.63	-
Healthcare	-	3.07	-
Metals & Mining	-	1.58	-