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 | 3.15% | 2.08% |
| 6 Month | 6.89% | 13.61% |
| 1 Year | 3.89% | 0.22% |
| 3 Year | 15.32% | 24.61% |
| 5 Year | 23.65% | 25.63% |
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 | 0.61% | 0.17% |
| 1 Year | 7.17% | 9.63% |
| 3 Year | 10.99% | 20.71% |
| 5 Year | 13.78% | 20.74% |
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 | 13.73% | 14.55% |
| 3 Year | 16.61% | 16.29% |
| 5 Year | 16.99% | 15% |
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 | 7.68 |
| Large Cap | 70.08 | 15.36 |
| Small Cap | 13.02 | 32.04 |
| Mid Cap | 11.14 | 44.91 |
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 | 4.33 |
| Energy | 7.46 | - |
| Technology | 10.33 | 17.92 |
| Consumer Cyclical | 10.42 | 18.61 |
| Industrials | 4.69 | 27.65 |
| Basic Materials | 8.91 | 5.74 |
| Financial Services | 33.36 | 15.97 |
| Healthcare | 5.55 | 3.35 |
| Utilities | 1.99 | - |
| Consumer Defensive | 8.34 | 0.78 |
| Communication Services | 2.71 | 1.94 |
| Real Estate | 2.05 | 3.72 |
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