Motilal Oswal ELSS Tax Saver Fund (MOFLTE) vs NIPPON INDIA ELSS TAX SAVER FUND compare
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Fund | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | 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) | ₹15339 Cr | ₹4402 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 21 Sep 2005 | 21 Jan 2015 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 23% | 70% |
Expense Ratio | 1.69 | 1.82 |
Manager | Ashutosh Bhargava | Rakesh Shetty |
ISIN Code | INF204K01GK4 | INF247L01544 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
1 Month | -2.23% | -5.33% |
6 Month | 15.43% | 20.11% |
1 Year | -3.96% | -3.96% |
3 Year | 17.38% | 23.99% |
5 Year | 21.71% | 23.85% |
SIP Return Analysis
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
6 Month | 0.39% | -0.25% |
1 Year | 3.61% | -1.04% |
3 Year | 14.85% | 20.37% |
5 Year | 16.79% | 20.84% |
Rolling Lumpsum Returns
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
1 Year | 10.74% | 14.95% |
3 Year | 12.38% | 16.05% |
5 Year | 13.91% | 14.81% |
Risk Management
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.81% | 18.64% |
Sharp | 0.94% | 1.03% |
Beta | 0.98% | 1.12% |
Alpha | 1.33% | 8.82% |
Fund Managers
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Name | Ashutosh Bhargava | Rakesh Shetty |
Total AUM | ₹121448 Cr | ₹33886 Cr |
Funds Managed | 12 | 19 |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Market Cap
Scheme Name |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Others | 3.86 | 7.44 |
Large Cap | 64.75 | 17.06 |
Mid Cap | 14.38 | 41.11 |
Small Cap | 17.01 | 34.39 |
Sector Allocation
Scheme Name |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Others | 0.73 | 1.71 |
Communication Services | 3.7 | 1.57 |
Energy | 4.4 | - |
Industrials | 11.38 | 31.5 |
Technology | 5.28 | 11.38 |
Consumer Cyclical | 11.26 | 17.85 |
Financial Services | 38.38 | 22.55 |
Healthcare | 4.43 | 3.01 |
Basic Materials | 4.24 | 5.89 |
Utilities | 6.78 | - |
Consumer Defensive | 9.42 | - |
Real Estate | - | 4.55 |
Top Comparisons
Tata Equity Savings Fund -Regular Plan-Growth Option
3Y Returns9.73%
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns10.48%
BANDHAN Equity Savings Fund - Regular Plan - Growth
3Y Returns7.48%
Mirae Asset Equity Savings Fund- Regular Plan- Growth
3Y Returns10.76%
HDFC Multi-Asset Active FOF - Growth
3Y Returns15.6%
Motilal Oswal Asset Allocation FOF- A- Regular Growth
3Y Returns15.62%
Kotak Equity Savings Fund - Regular - Growth
3Y Returns11.39%
Tata Equity Savings Fund -Regular Plan-Growth Option
3Y Returns9.73%