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) | ₹4341 Cr | ₹27196 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| 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 | -4.92% | -3.77% |
| 6 Month | -9.52% | -0.41% |
| 1 Year | 1.29% | 10.49% |
| 3 Year | 21.27% | 16.29% |
| 5 Year | 18.33% | 15.37% |
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 | -3.84% | 0.72% |
| 1 Year | 2.28% | 11.76% |
| 3 Year | 14.14% | 13.75% |
| 5 Year | 17.4% | 14.19% |
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 | 13.53% | 14.67% |
| 3 Year | 16.85% | 17.85% |
| 5 Year | 15.54% | 19.42% |
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 | 13.65% | 11.83% |
| Sharp | 0.87% | 0.93% |
| Beta | 1.22% | 0.95% |
| Alpha | 3.37% | 1.21% |
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 | 32.1 | 6.96 |
| Small Cap | 22.37 | 16.5 |
| Mid Cap | 37.09 | 15.08 |
| Large Cap | 8.44 | 61.46 |
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 | 3.03 | 1.12 |
| Communication Services | 0 | 3.48 |
| Healthcare | 3.54 | 10.68 |
| Industrials | 23.25 | 8.97 |
| Basic Materials | 8.31 | 5.77 |
| Technology | 10.56 | 8.62 |
| Financial Services | 28.84 | 34.61 |
| Consumer Cyclical | 16.56 | 14.97 |
| Consumer Defensive | 1.96 | 4.81 |
| Real Estate | 3.96 | 1.62 |
| Energy | - | 3.37 |
| Utilities | - | 1.98 |
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