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

Link copied to clipboard!

SBI ELSS Tax Saver Fund - Regular Plan- Growth

Invest Now

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

Invest Now

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)	₹31783 Cr	₹4515 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	0.73%	-3.39%
6 Month	3.86%	-3.38%
1 Year	2.1%	-9.6%
3 Year	22.25%	21.43%
5 Year	22.65%	21.11%

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
6 Month	3.43%	-0.3%
1 Year	13.56%	9.76%
3 Year	19.32%	19.34%
5 Year	20.93%	20.15%

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
1 Year	11.13%	13.98%
3 Year	15.81%	16.67%
5 Year	13.89%	15.36%

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%	18.83%
Sharp	1.25%	0.93%
Beta	0.95%	1.18%
Alpha	6.23%	6.33%

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	6.51	10.79
Large Cap	59.12	14.89
Mid Cap	19.51	42.37
Small Cap	14.86	31.95

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Others	6.51	3.36
Petroleum Products	6.72	-
IT - Software	7.13	-
Retailing	4.25	-
Cement & Cement Products	2.82	-
Construction	0.38	-
Consumer Durables	3.24	-
Non - Ferrous Metals	1.32	-
Banks	22.69	-
Pharmaceuticals & Biotechnology	5.5	-
Ferrous Metals	3.57	-
Insurance	2.32	-
Industrial Products	4.63	-
Automobiles	4.45	-
Personal Products	0.7	-
Finance	3.78	-
Capital Markets	1.29	-
Gas	2.99	-
Transport Services	0.89	-
Telecom - Services	3.4	-
Electrical Equipment	0.61	-
Diversified FMCG	2.83	-
Oil	1.37	-
Industrial Manufacturing	0.33	-
Chemicals & Petrochemicals	0.51	-
Fertilizers & Agrochemicals	0.7	-
Beverages	0.69	-
Auto Components	0.41	-
Leisure Services	0.56	-
Realty	1.09	-
Power	2.32	-
Communication Services	-	1.87
Healthcare	-	3.27
Industrials	-	28.02
Basic Materials	-	7.64
Technology	-	17.86
Consumer Cyclical	-	19.57
Financial Services	-	14.25
Real Estate	-	4.16
Consumer Defensive	-	0