Motilal Oswal ELSS Tax Saver Fund (MOFLTE) vs SBI Long Term Equity Fund compare

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SBI ELSS Tax Saver Fund - Regular Plan- Growth

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Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹29937 Cr	₹4223 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

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
1 Month	2.19%	4.49%
6 Month	11.45%	22.97%
1 Year	-2.28%	-3.68%
3 Year	22.97%	24.14%
5 Year	25.2%	25.93%

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
6 Month	2.9%	5.61%
1 Year	8.07%	11.66%
3 Year	20.51%	23.63%
5 Year	21.45%	22.38%

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
1 Year	10.2%	14.95%
3 Year	13.51%	16.05%
5 Year	13.34%	14.81%

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%	18.99%
Sharp	1.18%	0.86%
Beta	0.96%	1.15%
Alpha	6.98%	8.02%

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

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Others	7.8	5.11
Large Cap	61.91	14.9
Small Cap	12.03	35.33
Mid Cap	18.26	44.66

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Others	6.26	1.75
Energy	9.03	-
Technology	7.83	13.51
Consumer Cyclical	9.31	18.07
Basic Materials	10.03	5.57
Industrials	8.45	31.75
Financial Services	29.46	18.72
Healthcare	7.59	3.36
Consumer Defensive	4.53	1.34
Utilities	4.47	-
Communication Services	1.94	1.59
Real Estate	1.1	4.35