Motilal Oswal ELSS Tax Saver Fund (MOFLTE) vs Parag Parikh Tax Saver Fund Regular compare
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Parag Parikh Tax Saver Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Fund | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4444 Cr | ₹5867 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 21 Jan 2015 | 24 Jul 2019 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 70% | % |
| Expense Ratio | 1.82 | 1.73 |
| Manager | Rakesh Shetty | Rajeev Thakkar |
| ISIN Code | INF247L01544 | INF879O01092 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Month | -8.89% | -1.5% |
| 6 Month | -4.71% | -0.27% |
| 1 Year | -13.86% | 2.74% |
| 3 Year | 20.79% | 16.53% |
| 5 Year | 19.59% | 18.6% |
SIP Return Analysis
| Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 6 Month | -4.16% | 0.05% |
| 1 Year | 3.83% | 7.6% |
| 3 Year | 16.16% | 13.7% |
| 5 Year | 18.2% | 15.58% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Year | 13.98% | 20.72% |
| 3 Year | 16.67% | 21.89% |
| 5 Year | 15.36% | 23.38% |
Risk Management
| Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 18.95% | 9.38% |
| Sharp | 0.85% | 0.95% |
| Beta | 1.19% | 0.66% |
| Alpha | 5.73% | 3.20% |
Fund Managers
| Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Name | Rakesh Shetty | Rajeev Thakkar |
| Total AUM | ₹33886 Cr | ₹0 Cr |
| Funds Managed | 19 | 5 |
| Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
Market Cap
| Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 19.24 | 14.71 |
| Small Cap | 30.77 | 13.59 |
| Mid Cap | 40.6 | 0.97 |
| Large Cap | 9.39 | 70.72 |
Sector Allocation
| Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 1.63 | 13.88 |
| Communication Services | 0.38 | 3.82 |
| Healthcare | 2.75 | 4.2 |
| Industrials | 24.8 | 2.28 |
| Basic Materials | 7.23 | 0.49 |
| Technology | 16.32 | 11.13 |
| Financial Services | 23.59 | 35.09 |
| Consumer Cyclical | 17.27 | 9.48 |
| Consumer Defensive | 1.96 | 8.38 |
| Real Estate | 4.07 | - |
| Energy | - | 5.26 |
| Utilities | - | 5.99 |
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