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 | -1.43% | -2.71% |
| 6 Month | 0.72% | -2.76% |
| 1 Year | 5.49% | -8.77% |
| 3 Year | 17.35% | 23.12% |
| 5 Year | 19.04% | 20.52% |
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 | 1.17% | -1.27% |
| 1 Year | 10.78% | 7.53% |
| 3 Year | 13.87% | 16.88% |
| 5 Year | 15.47% | 18.89% |
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 | 10.13% | 13.86% |
| 3 Year | 12.82% | 16.74% |
| 5 Year | 14.28% | 15.43% |
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% | 0.84% |
| 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 | 4.12 | 19.24 |
| Large Cap | 64.53 | 9.39 |
| Mid Cap | 14.17 | 40.6 |
| Small Cap | 17.18 | 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 | 0.83 | 1.63 |
| Communication Services | 3.85 | 0.38 |
| Energy | 5.33 | - |
| Industrials | 9.89 | 24.8 |
| Technology | 4.99 | 16.32 |
| Financial Services | 36.78 | 23.59 |
| Consumer Cyclical | 11.56 | 17.27 |
| Healthcare | 6.45 | 2.75 |
| Basic Materials | 3.48 | 7.23 |
| Utilities | 6.38 | - |
| Consumer Defensive | 10.46 | 1.96 |
| Real Estate | - | 4.07 |
Top Comparisons
Nippon India Pharma Fund-Growth Plan-Growth Option
3Y Returns21.53%
UTI Healthcare Fund - Regular Plan - Growth Option
3Y Returns24.08%
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
3Y Returns5.18%
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns25.88%
Axis Midcap Fund - Regular Plan - Growth
3Y Returns19.59%
HDFC Gilt Fund - Growth Plan
3Y Returns6.95%
Bandhan Gilt Fund - Regular Plan - Growth
3Y Returns6.99%