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) | ₹4377 Cr | ₹25911 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 | 0.01% | 2.79% |
| 6 Month | 11.19% | 9.98% |
| 1 Year | -0.27% | 7.89% |
| 3 Year | 25.48% | 18.22% |
| 5 Year | 25.27% | 20.49% |
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 | 1.82% | 4.15% |
| 1 Year | 12.92% | 18.32% |
| 3 Year | 22.37% | 17.33% |
| 5 Year | 21.86% | 16.41% |
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 | 14.55% | 15.42% |
| 3 Year | 16.29% | 17.98% |
| 5 Year | 15% | 19.45% |
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 | 18.88% | 12.69% |
| Sharp | 0.95% | 0.80% |
| Beta | 1.16% | 0.96% |
| Alpha | 7.72% | 1.71% |
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 | 7.68 | 0.82 |
| Small Cap | 32.04 | 16.68 |
| Mid Cap | 44.91 | 12.85 |
| Large Cap | 15.36 | 69.64 |
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 | 4.33 | 0.82 |
| Communication Services | 1.94 | 3.45 |
| Healthcare | 3.35 | 9.6 |
| Industrials | 27.65 | 8.95 |
| Basic Materials | 5.74 | 6.59 |
| Technology | 17.92 | 8.71 |
| Consumer Cyclical | 18.61 | 15.53 |
| Financial Services | 15.97 | 34.11 |
| Real Estate | 3.72 | 1.23 |
| Consumer Defensive | 0.78 | 4.51 |
| Energy | - | 4.21 |
| Utilities | - | 2.29 |
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