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)	₹29667 Cr	₹4360 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	3.02%	2.13%
6 Month	3.53%	-5.86%
1 Year	3.3%	7.92%
3 Year	29.35%	31.24%
5 Year	27.71%	27.19%

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
6 Month	8.76%	14.71%
1 Year	10.53%	14.58%
3 Year	24.67%	27.67%
5 Year	24.09%	24.89%

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
1 Year	10.42%	15.48%
3 Year	13.24%	15.71%
5 Year	13.27%	14.49%

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%	19.14%
Sharp	1.36%	1.25%
Beta	0.94%	1.11%
Alpha	7.65%	8.92%

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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	8.14	4.14
Large Cap	61.68	27.71
Small Cap	12.82	30.51
Mid Cap	17.36	37.64

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Others	8.14	1.18
Petroleum Products	6.9	-
IT - Software	10.15	-
Retailing	2.48	-
Cement & Cement Products	2.11	-
Construction	0.37	-
Non - Ferrous Metals	1.06	-
Banks	22.33	-
Pharmaceuticals & Biotechnology	5.89	-
Healthcare Services	0.97	-
Ferrous Metals	3.37	-
Insurance	2.3	-
Industrial Products	6.16	-
Automobiles	4.46	-
Personal Products	0.83	-
Finance	2.73	-
Capital Markets	1.64	-
Gas	2.87	-
Transport Services	0.73	-
Diversified FMCG	3.02	-
Electrical Equipment	0.43	-
Oil	1.37	-
Consumer Durables	1.1	-
Telecom - Services	1.92	-
Chemicals & Petrochemicals	0.53	-
Fertilizers & Agrochemicals	0.93	-
Beverages	0.81	-
Auto Components	0.33	-
Leisure Services	0.66	-
Realty	0.81	-
Power	2.6	-
Healthcare	-	2.96
Industrials	-	37.3
Basic Materials	-	5.67
Technology	-	8.6
Financial Services	-	17.43
Real Estate	-	6.27
Consumer Cyclical	-	20.59