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) | ₹4402 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 | -2.92% | -0.84% |
6 Month | 17.13% | 13.26% |
1 Year | -0.05% | 2.33% |
3 Year | 24.33% | 16.2% |
5 Year | 25.28% | 21.04% |
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 | 3.96% | 3.88% |
1 Year | 0.51% | 7.18% |
3 Year | 21.72% | 15.36% |
5 Year | 21.48% | 15.51% |
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 | 18.64% | 12.84% |
Sharp | 1.03% | 0.80% |
Beta | 1.12% | 0.95% |
Alpha | 8.82% | 1.49% |
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 | 7.44 | 0.99 |
Small Cap | 34.39 | 16.55 |
Mid Cap | 41.11 | 14.04 |
Large Cap | 17.06 | 68.42 |
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 | 1.71 | 0.98 |
Communication Services | 1.57 | 2.32 |
Healthcare | 3.01 | 10.52 |
Industrials | 31.5 | 8.88 |
Basic Materials | 5.89 | 6.15 |
Technology | 11.38 | 9.46 |
Financial Services | 22.55 | 32.3 |
Consumer Cyclical | 17.85 | 16.06 |
Real Estate | 4.55 | 1.31 |
Energy | - | 4.54 |
Consumer Defensive | - | 4.6 |
Utilities | - | 2.89 |
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