Parag Parikh Tax Saver Fund Regular vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Parag Parikh Tax Saver Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Fund | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4402 Cr | ₹5538 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 21 Jan 2015 | 24 Jul 2019 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 70% | % |
Expense Ratio | 1.82 | 1.73 |
Manager | Rakesh Shetty | Rajeev Thakkar |
ISIN Code | INF247L01544 | INF879O01092 |
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 | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
1 Month | -2.92% | -0.05% |
6 Month | 17.13% | 8.55% |
1 Year | -0.05% | 6.34% |
3 Year | 24.33% | 18.57% |
5 Year | 25.28% | 22.07% |
SIP Return Analysis
Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
6 Month | 3.96% | 2.87% |
1 Year | 0.51% | 7.44% |
3 Year | 21.72% | 16.74% |
5 Year | 21.48% | 17.86% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
1 Year | 14.95% | 22.57% |
3 Year | 16.05% | 22.15% |
5 Year | 14.81% | 24.48% |
Risk Management
Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Standard Deviation | 18.64% | 9.65% |
Sharp | 1.03% | 1.24% |
Beta | 1.12% | 0.66% |
Alpha | 8.82% | 5.77% |
Fund Managers
Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Name | Rakesh Shetty | Rajeev Thakkar |
Total AUM | ₹33886 Cr | ₹0 Cr |
Funds Managed | 19 | 5 |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
Market Cap
Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Others | 7.44 | 15.23 |
Small Cap | 34.39 | 12.44 |
Mid Cap | 41.11 | 1.27 |
Large Cap | 17.06 | 71.06 |
Sector Allocation
Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Others | 1.71 | 15.23 |
Communication Services | 1.57 | 3.62 |
Healthcare | 3.01 | 4.36 |
Industrials | 31.5 | 1 |
Basic Materials | 5.89 | 0.59 |
Technology | 11.38 | 11.22 |
Financial Services | 22.55 | 29.49 |
Consumer Cyclical | 17.85 | 15.94 |
Real Estate | 4.55 | - |
Consumer Defensive | - | 7 |
Energy | - | 5.58 |
Utilities | - | 5.97 |
Top Comparisons
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
3Y Returns12.55%
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
3Y Returns16.5%
INVESCO INDIA LARGE & MID CAP FUND - Growth
3Y Returns25.65%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns15.6%
HSBC Infrastructure Fund - Regular Growth
3Y Returns23.61%
Quant Infrastructure Fund - Growth Option
3Y Returns18.44%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns20.95%
Axis Global Innovation Fund of Fund - Regular Plan - Growth
3Y Returns17.57%