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) | ₹4223 Cr | ₹5524 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 | 5.46% | 2.79% |
6 Month | 25.31% | 13.73% |
1 Year | -3.24% | 4.61% |
3 Year | 25.42% | 18.42% |
5 Year | 25.82% | 21.34% |
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 | 5.61% | 3.91% |
1 Year | 11.66% | 12.64% |
3 Year | 23.63% | 17.51% |
5 Year | 22.38% | 18.12% |
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 | 18.99% | 9.79% |
Sharp | 0.86% | 1.07% |
Beta | 1.15% | 0.68% |
Alpha | 8.02% | 5.51% |
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 | 5.11 | 15.23 |
Small Cap | 35.33 | 12.44 |
Mid Cap | 44.66 | 1.27 |
Large Cap | 14.9 | 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 | 1.75 | 15.23 |
Communication Services | 1.59 | 3.62 |
Healthcare | 3.36 | 4.36 |
Industrials | 31.75 | 1 |
Basic Materials | 5.57 | 0.59 |
Technology | 13.51 | 11.22 |
Consumer Cyclical | 18.07 | 15.94 |
Financial Services | 18.72 | 29.49 |
Real Estate | 4.35 | - |
Consumer Defensive | 1.34 | 7 |
Energy | - | 5.58 |
Utilities | - | 5.97 |
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