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) | ₹980 Cr | ₹4506 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 | -2.45% | -2.69% |
6 Month | 7.7% | 9.29% |
1 Year | -2.22% | 3.74% |
3 Year | 15.24% | 26.79% |
5 Year | 21.26% | 26.37% |
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 | 4.57% | 11.31% |
1 Year | 7.07% | 11.83% |
3 Year | 14.29% | 26.78% |
5 Year | 15.7% | 24.45% |
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 | 7.82% | 14.95% |
3 Year | 16.44% | 16.05% |
5 Year | 13.97% | 14.81% |
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 | 13.10% | 19.14% |
Sharp | 0.98% | 1.25% |
Beta | 0.92% | 1.11% |
Alpha | 0.35% | 8.92% |
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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 | 6.11 | 7.01 |
Large Cap | 71.35 | 23.7 |
Mid Cap | 10.78 | 37.89 |
Small Cap | 11.76 | 31.4 |
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 | 2.48 | 0.81 |
Energy | 5.63 | - |
Industrials | 9.28 | 35.64 |
Technology | 9.04 | 10.72 |
Consumer Cyclical | 15.23 | 18.73 |
Basic Materials | 6.99 | 5.55 |
Healthcare | 3.04 | 3.27 |
Consumer Defensive | 6.89 | - |
Financial Services | 34.99 | 20.78 |
Utilities | 1.88 | - |
Communication Services | 4.55 | 0.61 |
Real Estate | - | 3.88 |
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