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) | ₹15060 Cr | ₹4377 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 | 3.97% | 3.51% |
| 6 Month | 7.45% | 13.32% |
| 1 Year | 5.06% | 1.64% |
| 3 Year | 18.32% | 25.48% |
| 5 Year | 23.43% | 25.75% |
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 | 2.65% | 1.82% |
| 1 Year | 14.25% | 12.92% |
| 3 Year | 16.64% | 22.37% |
| 5 Year | 17.26% | 21.86% |
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 | 10.51% | 14.55% |
| 3 Year | 12.51% | 16.29% |
| 5 Year | 14.06% | 15% |
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 | 12.81% | 18.88% |
| Sharp | 0.88% | 0.95% |
| Beta | 1% | 1.16% |
| Alpha | 1.22% | 7.72% |
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 | 3.75 | 7.68 |
| Large Cap | 64.06 | 15.36 |
| Mid Cap | 14.93 | 44.91 |
| Small Cap | 17.25 | 32.04 |
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 | 0.62 | 4.33 |
| Communication Services | 3.76 | 1.94 |
| Energy | 4.49 | - |
| Industrials | 10.26 | 27.65 |
| Technology | 4.74 | 17.92 |
| Financial Services | 37.67 | 15.97 |
| Consumer Cyclical | 11.26 | 18.61 |
| Healthcare | 5.66 | 3.35 |
| Basic Materials | 4.15 | 5.74 |
| Utilities | 6.97 | - |
| Consumer Defensive | 10.41 | 0.78 |
| Real Estate | - | 3.72 |
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