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) | ₹982 Cr | ₹4444 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 | -1.28% | -8.89% |
| 6 Month | 2.24% | -4.71% |
| 1 Year | 3.11% | -13.86% |
| 3 Year | 14.16% | 20.79% |
| 5 Year | 17.01% | 19.59% |
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 | 2.11% | -4.16% |
| 1 Year | 13.7% | 3.83% |
| 3 Year | 12.45% | 16.16% |
| 5 Year | 13.44% | 18.2% |
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 | 7.39% | 13.98% |
| 3 Year | 15.88% | 16.67% |
| 5 Year | 15.25% | 15.36% |
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 | 11.85% | 18.95% |
| Sharp | 0.63% | 0.85% |
| Beta | 0.88% | 1.19% |
| Alpha | -0.15% | 5.73% |
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 | 10.1 | 19.24 |
| Large Cap | 67.82 | 9.39 |
| Mid Cap | 12.58 | 40.6 |
| Small Cap | 9.5 | 30.77 |
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 | 2.27 | 1.63 |
| Energy | 5.61 | - |
| Industrials | 8.27 | 24.8 |
| Technology | 12.2 | 16.32 |
| Consumer Cyclical | 15.54 | 17.27 |
| Financial Services | 33.67 | 23.59 |
| Basic Materials | 6.33 | 7.23 |
| Consumer Defensive | 4.91 | 1.96 |
| Healthcare | 4.68 | 2.75 |
| Communication Services | 4.4 | 0.38 |
| Utilities | 1.22 | - |
| Real Estate | 0.91 | 4.07 |
Top Comparisons
WhiteOak Capital Multi Cap Fund - Regular (G)
3Y Returns0%
Axis Multicap Fund - Regular Plan - Growth
3Y Returns21.26%
ITI Ultra Short Duration Fund Regular - Growth
3Y Returns6.34%
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
3Y Returns6.86%
Aditya Birla Sun Life Low Duration Fund - Growth Plan
3Y Returns6.93%
HSBC Low Duration Fund - Regular Growth
3Y Returns7.67%
HDFC Money Market Fund - Growth Option
3Y Returns7.43%
PGIM India Money Market Fund - Regular Plan - Growth Option
3Y Returns7.14%