Motilal Oswal ELSS Tax Saver Fund (MOFLTE) vs Mahindra Manulife ELSS Tax Saver Fund compare
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Fund | Mahindra Manulife 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) | ₹942 Cr | ₹4377 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 18 Oct 2016 | 21 Jan 2015 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 73% | 70% |
| Expense Ratio | 2.18 | 1.82 |
| Manager | Manish Lodha | Rakesh Shetty |
| ISIN Code | INF174V01077 | INF247L01544 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.58% | 2.08% |
| 6 Month | 6.41% | 13.61% |
| 1 Year | 5.23% | 0.22% |
| 3 Year | 14.64% | 24.61% |
| 5 Year | 20.73% | 25.63% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.22% | 0.17% |
| 1 Year | 7.06% | 9.63% |
| 3 Year | 11.06% | 20.71% |
| 5 Year | 12.9% | 20.74% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.68% | 14.55% |
| 3 Year | 16.18% | 16.29% |
| 5 Year | 14.67% | 15% |
Risk Management
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.89% | 18.83% |
| Sharp | 0.67% | 0.93% |
| Beta | 0.88% | 1.18% |
| Alpha | -0.42% | 6.33% |
Fund Managers
| Scheme Name | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Name | Manish Lodha | Rakesh Shetty |
| Total AUM | ₹10881 Cr | ₹33886 Cr |
| Funds Managed | 9 | 19 |
| Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.82 | 7.68 |
| Large Cap | 70.1 | 15.36 |
| Mid Cap | 11.64 | 44.91 |
| Small Cap | 10.45 | 32.04 |
Sector Allocation
| Scheme Name |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.05 | 4.33 |
| Energy | 5.08 | - |
| Industrials | 8.92 | 27.65 |
| Technology | 9.59 | 17.92 |
| Consumer Cyclical | 15.84 | 18.61 |
| Financial Services | 33.23 | 15.97 |
| Basic Materials | 7.24 | 5.74 |
| Healthcare | 4.85 | 3.35 |
| Consumer Defensive | 5.8 | 0.78 |
| Utilities | 1.83 | - |
| Communication Services | 3.85 | 1.94 |
| Real Estate | 0.73 | 3.72 |
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