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 Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Tata ELSS Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹4444 Cr | ₹4795 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 Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.71% | -0.67% |
| 6 Month | -2.76% | 2.93% |
| 1 Year | -8.77% | 4.52% |
| 3 Year | 23.12% | 16.02% |
| 5 Year | 20.52% | 16.79% |
SIP Return Analysis
| Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.27% | 3.63% |
| 1 Year | 7.53% | 15% |
| 3 Year | 16.88% | 13.98% |
| 5 Year | 18.89% | 14.73% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.86% | 12.33% |
| 3 Year | 16.74% | 15.02% |
| 5 Year | 15.43% | 14.15% |
Risk Management
| Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 18.95% | 12.5% |
| Sharp | 0.84% | 0.7% |
| Beta | 1.19% | 0.97% |
| Alpha | 5.73% | -0.5% |
Fund Managers
| Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 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 Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 19.24 | 10.14 |
| Small Cap | 30.77 | 18.46 |
| Mid Cap | 40.6 | 12.93 |
| Large Cap | 9.39 | 58.47 |
Sector Allocation
| Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.63 | 2.83 |
| Communication Services | 0.38 | 6.15 |
| Healthcare | 2.75 | 4.49 |
| Industrials | 24.8 | 14.08 |
| Basic Materials | 7.23 | 7.08 |
| Technology | 16.32 | 7.47 |
| Financial Services | 23.59 | 33.69 |
| Consumer Cyclical | 17.27 | 12.56 |
| Consumer Defensive | 1.96 | 1.75 |
| Real Estate | 4.07 | 2.2 |
| Energy | - | 5.36 |
| Utilities | - | 2.35 |
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