NIPPON INDIA ELSS TAX SAVER FUND vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Fund | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹15519 Cr | ₹4444 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 21 Sep 2005 | 21 Jan 2015 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 23% | 70% |
| Expense Ratio | 1.69 | 1.82 |
| Manager | Ashutosh Bhargava | Rakesh Shetty |
| ISIN Code | INF204K01GK4 | INF247L01544 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.61% | -4.85% |
| 6 Month | 3.16% | -2.76% |
| 1 Year | 1.91% | -11.52% |
| 3 Year | 16.33% | 21.1% |
| 5 Year | 19.58% | 20.63% |
SIP Return Analysis
| Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.46% | -4.16% |
| 1 Year | 13.89% | 3.83% |
| 3 Year | 14.65% | 16.16% |
| 5 Year | 15.7% | 18.2% |
Rolling Lumpsum Returns
| Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.18% | 13.98% |
| 3 Year | 12.79% | 16.67% |
| 5 Year | 14.26% | 15.36% |
Risk Management
| Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.24% | 18.95% |
| Sharp | 0.74% | 0.85% |
| Beta | 0.99% | 1.19% |
| Alpha | 1.18% | 5.73% |
Fund Managers
| Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Name | Ashutosh Bhargava | Rakesh Shetty |
| Total AUM | ₹121448 Cr | ₹33886 Cr |
| Funds Managed | 12 | 19 |
| NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.46 | 19.24 |
| Large Cap | 64.66 | 9.39 |
| Mid Cap | 14.7 | 40.6 |
| Small Cap | 17.17 | 30.77 |
Sector Allocation
| Scheme Name |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.23 | 1.63 |
| Communication Services | 3.79 | 0.38 |
| Energy | 5.2 | - |
| Industrials | 10.11 | 24.8 |
| Technology | 4.79 | 16.32 |
| Financial Services | 37.01 | 23.59 |
| Consumer Cyclical | 11.61 | 17.27 |
| Healthcare | 6.02 | 2.75 |
| Basic Materials | 4.06 | 7.23 |
| Utilities | 6.65 | - |
| Consumer Defensive | 10.54 | 1.96 |
| Real Estate | - | 4.07 |
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