Motilal Oswal ELSS Tax Saver Fund (MOFLTE) vs SBI Long Term Equity Fund compare
SBI ELSS Tax Saver Fund - Regular Plan- Growth
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Fund | SBI 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 | Average | Very High |
Asset Size (Cr) | ₹30420 Cr | ₹4377 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 31 Mar 1993 | 21 Jan 2015 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | NIFTY 500 TRI |
Turn Over | 15% | 70% |
Expense Ratio | 1.59 | 1.82 |
Manager | Dinesh Balachandran | Rakesh Shetty |
ISIN Code | INF200K01495 | INF247L01544 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.38% | 0.49% |
6 Month | 9.08% | 17.02% |
1 Year | -1.17% | -4.8% |
3 Year | 25.28% | 26.77% |
5 Year | 25.25% | 26.12% |
SIP Return Analysis
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.11% | 3.15% |
1 Year | 8.38% | 14.05% |
3 Year | 19.19% | 22.6% |
5 Year | 20.73% | 21.81% |
Rolling Lumpsum Returns
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
1 Year | 10.07% | 14.55% |
3 Year | 13.66% | 16.29% |
5 Year | 13.41% | 15% |
Risk Management
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.09% | 18.88% |
Sharp | 1.28% | 0.95% |
Beta | 0.96% | 1.16% |
Alpha | 6.79% | 7.72% |
Fund Managers
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Name | Dinesh Balachandran | Rakesh Shetty |
Total AUM | ₹69808 Cr | ₹33886 Cr |
Funds Managed | 4 | 19 |
SBI ELSS Tax Saver Fund - Regular Plan- Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Others | 7.94 | 5.11 |
Large Cap | 61.47 | 14.9 |
Small Cap | 12.51 | 35.33 |
Mid Cap | 18.08 | 44.66 |
Sector Allocation
Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Others | 5.81 | 1.75 |
Energy | 8.8 | - |
Technology | 8.02 | 17.71 |
Consumer Cyclical | 10.07 | 18.07 |
Basic Materials | 10.65 | 5.57 |
Industrials | 7.77 | 27.55 |
Financial Services | 28.34 | 18.72 |
Healthcare | 7.71 | 3.36 |
Consumer Defensive | 4.51 | 1.34 |
Utilities | 4.28 | - |
Communication Services | 2.99 | 1.59 |
Real Estate | 1.05 | 4.35 |
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