Mahindra Manulife ELSS Tax Saver Fund vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Fund | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹953 Cr | ₹4402 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 18 Oct 2016 | 21 Jan 2015 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 73% | 70% |
Expense Ratio | 2.18 | 1.82 |
Manager | Manish Lodha | Rakesh Shetty |
ISIN Code | INF174V01077 | INF247L01544 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
1 Month | -0.46% | -2.92% |
6 Month | 11.63% | 17.13% |
1 Year | 0.37% | -0.05% |
3 Year | 14.15% | 24.33% |
5 Year | 20.57% | 25.28% |
SIP Return Analysis
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.03% | 3.96% |
1 Year | 4.01% | 0.51% |
3 Year | 12.2% | 21.72% |
5 Year | 14.18% | 21.48% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.82% | 14.95% |
3 Year | 16.44% | 16.05% |
5 Year | 13.97% | 14.81% |
Risk Management
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.20% | 18.64% |
Sharp | 0.70% | 1.03% |
Beta | 0.90% | 1.12% |
Alpha | 0.11% | 8.82% |
Fund Managers
Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Name | Manish Lodha | Rakesh Shetty |
Total AUM | ₹10881 Cr | ₹33886 Cr |
Funds Managed | 9 | 19 |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Others | 6.18 | 7.44 |
Large Cap | 70.91 | 17.06 |
Mid Cap | 10.72 | 41.11 |
Small Cap | 12.19 | 34.39 |
Sector Allocation
Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Others | 2.22 | 1.71 |
Energy | 4.95 | - |
Industrials | 9.51 | 31.5 |
Technology | 9.55 | 11.38 |
Consumer Cyclical | 14.42 | 17.85 |
Basic Materials | 7.34 | 5.89 |
Healthcare | 4.88 | 3.01 |
Consumer Defensive | 7.29 | - |
Financial Services | 33.93 | 22.55 |
Utilities | 2.09 | - |
Communication Services | 3.83 | 1.57 |
Real Estate | - | 4.55 |
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