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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) | ₹4515 Cr | ₹1114 Cr | ₹1114 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 | -3.39% | -1.04% | -1.04% |
| 6 Month | -3.38% | 1.27% | 1.27% |
| 1 Year | -9.6% | -1.91% | -1.91% |
| 3 Year | 21.43% | 14.61% | 14.61% |
| 5 Year | 21.11% | 15.14% | 15.14% |
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 | -2.6% | 0.49% | 0.49% |
| 1 Year | 5.5% | 5.69% | 5.69% |
| 3 Year | 16.93% | 12.17% | 12.17% |
| 5 Year | 18.66% | 12.92% | 12.92% |
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 | 18.83% | 12.19% | 12.19% |
| Sharp | 0.93% | 0.74% | 0.74% |
| Beta | 1.18% | 0.87% | 0.87% |
| Alpha | 6.33% | 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 | 10.79 | 1.67 | 2.56 |
| Small Cap | 31.95 | 19.15 | 18.26 |
| Mid Cap | 42.37 | 13.12 | 15.02 |
| Large Cap | 14.89 | 66.06 | 64.15 |
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 | 3.36 | 1.67 | 1.67 |
| Communication Services | 1.87 | - | 1.29 |
| Healthcare | 3.27 | - | 7.09 |
| Industrials | 28.02 | - | 15.66 |
| Basic Materials | 7.64 | - | 6.9 |
| Technology | 17.86 | - | 6.71 |
| Consumer Cyclical | 19.57 | - | 18.27 |
| Financial Services | 14.25 | - | 30.27 |
| Real Estate | 4.16 | - | 0 |
| Consumer Defensive | 0 | - | 9.78 |
| Petroleum Products | - | 2.34 | - |
| IT - Software | - | 6.72 | - |
| IT - Services | - | 1.29 | - |
| Construction | - | 2.5 | - |
| Finance | - | 7.54 | - |
| Diversified FMCG | - | 2.9 | - |
| Banks | - | 22.73 | - |
| Cement & Cement Products | - | 2.71 | - |
| Chemicals & Petrochemicals | - | 3.07 | - |
| Pharmaceuticals & Biotechnology | - | 5.35 | - |
| Automobiles | - | 6.88 | - |
| Consumer Durables | - | 4.78 | - |
| Electrical Equipment | - | 1.29 | - |
| Industrial Products | - | 7.3 | - |
| Fertilizers & Agrochemicals | - | 3 | - |
| Personal Products | - | 0.94 | - |
| Retailing | - | 4.78 | - |
| Beverages | - | 1.37 | - |
| Leisure Services | - | 1.43 | - |
| Transport Services | - | 0.41 | - |
| Food Products | - | 2.19 | - |
| Agricultural Food & other Products | - | 1.51 | - |
| Healthcare Services | - | 1.75 | - |
| Auto Components | - | 3.55 | - |
| Energy | - | - | 2.34 |
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