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) | ₹4377 Cr | ₹5639 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 | 2.08% | 1.24% |
| 6 Month | 13.61% | 4.59% |
| 1 Year | 0.22% | 5.73% |
| 3 Year | 24.61% | 16.4% |
| 5 Year | 25.63% | 21% |
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 | -0.16% | -0.29% |
| 1 Year | 8.77% | 5.7% |
| 3 Year | 20.21% | 13.98% |
| 5 Year | 20.53% | 16.03% |
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 | 14.55% | 21.83% |
| 3 Year | 16.29% | 22.06% |
| 5 Year | 15% | 24% |
Risk Management
| Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 18.83% | 9.37% |
| Sharp | 0.93% | 0.98% |
| Beta | 1.18% | 0.66% |
| Alpha | 6.33% | 3.02% |
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 | 7.68 | 15.3 |
| Small Cap | 32.04 | 13.13 |
| Mid Cap | 44.91 | 1.01 |
| Large Cap | 15.36 | 70.57 |
Sector Allocation
| Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 4.33 | 14.38 |
| Communication Services | 1.94 | 3.49 |
| Healthcare | 3.35 | 4.14 |
| Industrials | 27.65 | 1.02 |
| Basic Materials | 5.74 | 0.49 |
| Technology | 17.92 | 10.5 |
| Consumer Cyclical | 18.61 | 9.55 |
| Financial Services | 15.97 | 36.55 |
| Real Estate | 3.72 | - |
| Consumer Defensive | 0.78 | 8.16 |
| Energy | - | 5.68 |
| Utilities | - | 6.05 |
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