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) | ₹4506 Cr | ₹4711 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 | -1.93% | -1.61% |
6 Month | 13.56% | 7.76% |
1 Year | 5.04% | -0.29% |
3 Year | 27.19% | 16.62% |
5 Year | 26.58% | 20.78% |
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 | 11.31% | 5.1% |
1 Year | 11.83% | 4.93% |
3 Year | 26.78% | 15.39% |
5 Year | 24.45% | 16.24% |
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 | 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 Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 19.14% | 14.00% |
Sharp | 1.25% | 0.97% |
Beta | 1.11% | 0.97% |
Alpha | 8.92% | 0.47% |
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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 | 7.01 | 9.09 |
Small Cap | 31.4 | 21.35 |
Mid Cap | 37.89 | 10.24 |
Large Cap | 23.7 | 59.32 |
Sector Allocation
Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.81 | 5.19 |
Communication Services | 0.61 | 4.32 |
Healthcare | 3.27 | 3.23 |
Industrials | 35.64 | 13.87 |
Basic Materials | 5.55 | 6.85 |
Technology | 10.72 | 6.75 |
Financial Services | 20.78 | 34.15 |
Real Estate | 3.88 | 2.46 |
Consumer Cyclical | 18.73 | 14.22 |
Energy | - | 5.51 |
Utilities | - | 2.45 |
Consumer Defensive | - | 1 |
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