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 | -1.1% | 1.91% |
| 6 Month | 11.7% | 9.37% |
| 1 Year | -2.51% | 6.33% |
| 3 Year | 23.34% | 16.92% |
| 5 Year | 24% | 19.71% |
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 | 0.16% | 3.31% |
| 1 Year | 10.22% | 16.68% |
| 3 Year | 20.09% | 15.92% |
| 5 Year | 20.37% | 15.38% |
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 | 18.83% | 12.79% |
| Sharp | 0.93% | 0.83% |
| Beta | 1.18% | 0.96% |
| Alpha | 6.33% | 1.64% |
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 | 10.79 | 0.82 |
| Small Cap | 31.95 | 16.68 |
| Mid Cap | 42.37 | 12.85 |
| Large Cap | 14.89 | 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 | 3.36 | 0.82 |
| Communication Services | 1.87 | 3.45 |
| Healthcare | 3.27 | 9.6 |
| Industrials | 28.02 | 8.95 |
| Basic Materials | 7.64 | 6.59 |
| Technology | 17.86 | 8.71 |
| Consumer Cyclical | 19.57 | 15.53 |
| Financial Services | 14.25 | 34.11 |
| Real Estate | 4.16 | 1.23 |
| Consumer Defensive | 0 | 4.51 |
| Energy | - | 4.21 |
| Utilities | - | 2.29 |
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