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Motilal Oswal ELSS Tax Saver Fund (MOFLTE) vs Tata ELSS Tax Saver Fund compare
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Tata ELSS Tax Saver Fund-Growth-Regular Plan
Chart Comparison
Overview
| Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| Fund | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3876 Cr | ₹4398 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 21 Jan 2015 | 13 Oct 2014 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 70% | 20% |
| Expense Ratio | 1.82 | 1.82 |
| Manager | Rakesh Shetty | Sailesh Jain |
| ISIN Code | INF247L01544 | INF277K01I52 |
| 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 | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| 1 Month | 6.82% | 2.32% |
| 6 Month | -8.86% | -4% |
| 1 Year | 9.69% | 5.72% |
| 3 Year | 31.46% | 20.04% |
| 5 Year | 27.77% | 22.59% |
SIP Return Analysis
| Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| 6 Month | 11.78% | 6.87% |
| 1 Year | 8.02% | 4.39% |
| 3 Year | 26.7% | 15.88% |
| 5 Year | 24.29% | 16.57% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| 1 Year | 15.48% | 13.57% |
| 3 Year | 15.71% | 14.8% |
| 5 Year | 14.49% | 13.66% |
Risk Management
| Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| Standard Deviation | 18.539% | 14.429% |
| Sharp | 0.644% | 0.451% |
| Beta | 1.067% | 0.972% |
| Alpha | 5.026% | 0.237% |
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Fund Managers
| Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| Name | Rakesh Shetty | Sailesh Jain |
| Total AUM | ₹33886 Cr | ₹17041 Cr |
| Funds Managed | 19 | 7 |
| Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
Market Cap
| Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| Others | 3.84 | 5.12 |
| Mid Cap | 42.38 | 10.05 |
| Large Cap | 26.25 | 60.14 |
| Small Cap | 27.53 | 24.69 |
Sector Allocation
| Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| Others | 1.83 | 4.54 |
| Healthcare | 2.01 | 3.54 |
| Industrials | 30.18 | 13.81 |
| Financial Services | 17.97 | 31.02 |
| Basic Materials | 6.36 | 7.21 |
| Technology | 12.09 | 7.95 |
| Real Estate | 6.8 | 2.78 |
| Consumer Cyclical | 22.76 | 16.2 |
| Communication Services | - | 3.74 |
| Energy | - | 5.19 |
| Utilities | - | 2.54 |
| Consumer Defensive | - | 1.49 |
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