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) | ₹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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