Motilal Oswal ELSS Tax Saver Fund (MOFLTE) vs Bandhan ELSS Tax saver Fund compare
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Fund | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6948 Cr | ₹4377 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 26 Dec 2008 | 21 Jan 2015 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 13% | 70% |
| Expense Ratio | 1.76 | 1.82 |
| Manager | Ritika Behera | Rakesh Shetty |
| ISIN Code | INF194K01292 | INF247L01544 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.35% | -0.35% |
| 6 Month | 8.97% | 15.17% |
| 1 Year | 4% | 0.9% |
| 3 Year | 15.07% | 24.38% |
| 5 Year | 21.92% | 23.4% |
SIP Return Analysis
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.27% | 0.16% |
| 1 Year | 11.5% | 10.22% |
| 3 Year | 12.13% | 20.09% |
| 5 Year | 14.3% | 20.37% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.58% | 14.09% |
| 3 Year | 16.57% | 16.52% |
| 5 Year | 17.04% | 15.26% |
Risk Management
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.60% | 18.83% |
| Sharp | 0.73% | 0.93% |
| Beta | 0.86% | 1.18% |
| Alpha | 0.37% | 6.33% |
Fund Managers
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Name | Ritika Behera | Rakesh Shetty |
| Total AUM | ₹43013 Cr | ₹33886 Cr |
| Funds Managed | 19 | 19 |
| Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.76 | 10.79 |
| Large Cap | 70.08 | 14.89 |
| Small Cap | 13.02 | 31.95 |
| Mid Cap | 11.14 | 42.37 |
Sector Allocation
| Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.19 | 3.36 |
| Energy | 7.46 | - |
| Technology | 10.33 | 17.86 |
| Consumer Cyclical | 10.42 | 19.57 |
| Industrials | 4.69 | 28.02 |
| Basic Materials | 8.91 | 7.64 |
| Financial Services | 33.36 | 14.25 |
| Healthcare | 5.55 | 3.27 |
| Utilities | 1.99 | - |
| Consumer Defensive | 8.34 | 0 |
| Communication Services | 2.71 | 1.87 |
| Real Estate | 2.05 | 4.16 |
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