Motilal Oswal ELSS Tax Saver Fund (MOFLTE) vs Franklin India ELSS Tax Saver Fund compare
Franklin India ELSS Tax Saver Fund-Growth
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Fund | Franklin India ELSS Tax Saver Fund-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) | ₹6788 Cr | ₹4515 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 10 Apr 1999 | 21 Jan 2015 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 20.34% | 70% |
| Expense Ratio | 1.81 | 1.82 |
| Manager | R Janakiraman | Rakesh Shetty |
| ISIN Code | INF090I01775 | INF247L01544 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.37% | -1.72% |
| 6 Month | 3.19% | -0.06% |
| 1 Year | 2.9% | -3.22% |
| 3 Year | 16.97% | 22.59% |
| 5 Year | 20.04% | 22.1% |
SIP Return Analysis
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.45% | -0.3% |
| 1 Year | 11.3% | 9.76% |
| 3 Year | 15.71% | 19.34% |
| 5 Year | 16.95% | 20.15% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.45% | 14.01% |
| 3 Year | 17.55% | 16.62% |
| 5 Year | 17.36% | 15.34% |
Risk Management
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.29% | 18.83% |
| Sharp | 0.94% | 0.93% |
| Beta | 0.94% | 1.18% |
| Alpha | 1.71% | 6.33% |
Fund Managers
| Scheme Name | Franklin India ELSS Tax Saver Fund-Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Name | R Janakiraman | Rakesh Shetty |
| Total AUM | ₹50034 Cr | ₹33886 Cr |
| Funds Managed | 8 | 19 |
| Franklin India ELSS Tax Saver Fund-Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.24 | 10.79 |
| Large Cap | 74.87 | 14.89 |
| Small Cap | 8.76 | 31.95 |
| Mid Cap | 11.13 | 42.37 |
Sector Allocation
| Scheme Name |
Franklin India ELSS Tax Saver Fund-Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.64 | 3.36 |
| Energy | 3.23 | - |
| Technology | 8.75 | 17.86 |
| Industrials | 12.52 | 28.02 |
| Financial Services | 30.6 | 14.25 |
| Healthcare | 5.44 | 3.27 |
| Basic Materials | 5.89 | 7.64 |
| Consumer Cyclical | 10.86 | 19.57 |
| Communication Services | 5.46 | 1.87 |
| Utilities | 4.98 | - |
| Consumer Defensive | 5.74 | 0 |
| Real Estate | 1.89 | 4.16 |
Top Comparisons
Nippon India Aggressive Hybrid Fund - Regular - Growth
3Y Returns14.39%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
3Y Returns13.38%
HSBC Business Cycles Fund - Regular Growth
3Y Returns19.46%
Quant ESG Integration Strategy Fund Regular - Growth
3Y Returns13.84%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
3Y Returns12.08%
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
3Y Returns10.65%
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
3Y Returns7.07%
Mirae Asset Ultra Short Duration Fund Regular Growth
3Y Returns7.34%