Mirae Asset ELSS Tax Saver Fund vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
Fund | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4223 Cr | ₹26076 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 21 Jan 2015 | 28 Dec 2015 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 70% | 84% |
Expense Ratio | 1.82 | 1.56 |
Manager | Rakesh Shetty | Neelesh Surana |
ISIN Code | INF247L01544 | INF769K01DK3 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
1 Month | 6.45% | 3.64% |
6 Month | 26.09% | 17.92% |
1 Year | -2.08% | 0.88% |
3 Year | 25.79% | 17.2% |
5 Year | 26.22% | 20.9% |
SIP Return Analysis
Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
6 Month | 5.61% | 4.55% |
1 Year | 11.66% | 14.06% |
3 Year | 23.63% | 16.53% |
5 Year | 22.38% | 15.92% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
1 Year | 14.95% | 15.76% |
3 Year | 16.05% | 18.1% |
5 Year | 14.81% | 19.32% |
Risk Management
Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 18.99% | 12.95% |
Sharp | 0.86% | 0.67% |
Beta | 1.15% | 0.96% |
Alpha | 8.02% | 1.72% |
Fund Managers
Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
Name | Rakesh Shetty | Neelesh Surana |
Total AUM | ₹33886 Cr | ₹49127 Cr |
Funds Managed | 19 | 2 |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
Others | 5.11 | 0.33 |
Small Cap | 35.33 | 17.24 |
Mid Cap | 44.66 | 12.48 |
Large Cap | 14.9 | 69.95 |
Sector Allocation
Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
Others | 1.75 | 0.32 |
Communication Services | 1.59 | 2.74 |
Healthcare | 3.36 | 9.35 |
Industrials | 31.75 | 9.85 |
Basic Materials | 5.57 | 6.99 |
Technology | 13.51 | 9.2 |
Consumer Cyclical | 18.07 | 16.04 |
Financial Services | 18.72 | 32.87 |
Real Estate | 4.35 | 1.29 |
Consumer Defensive | 1.34 | 4.34 |
Energy | - | 4.39 |
Utilities | - | 2.62 |
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