PGIM India ELSS Tax Saver Fund vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4223 Cr | ₹779 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 21 Jan 2015 | 11 Dec 2015 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 70% | 24% |
Expense Ratio | 1.82 | 2.25 |
Manager | Rakesh Shetty | Bhupesh Kalyani |
ISIN Code | INF247L01544 | INF663L01FQ8 |
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 | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 4.79% | 1.82% |
6 Month | 24.52% | 13.96% |
1 Year | -3.42% | 0.14% |
3 Year | 24.25% | 12.98% |
5 Year | 25.82% | 19.77% |
SIP Return Analysis
Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.61% | 2.95% |
1 Year | 11.66% | 9.6% |
3 Year | 23.63% | 12.59% |
5 Year | 22.38% | 13.72% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 14.95% | 12.63% |
3 Year | 16.05% | 14.62% |
5 Year | 14.81% | 15.06% |
Risk Management
Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 18.99% | 12.03% |
Sharp | 0.86% | 0.50% |
Beta | 1.15% | 0.86% |
Alpha | 8.02% | -0.27% |
Fund Managers
Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Name | Rakesh Shetty | Bhupesh Kalyani |
Total AUM | ₹33886 Cr | ₹2742 Cr |
Funds Managed | 19 | 13 |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.11 | 9.42 |
Small Cap | 35.33 | 13.18 |
Mid Cap | 44.66 | 19.9 |
Large Cap | 14.9 | 57.5 |
Sector Allocation
Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.75 | 5.55 |
Communication Services | 1.59 | 3.65 |
Healthcare | 3.36 | 10.86 |
Industrials | 31.75 | 11.01 |
Basic Materials | 5.57 | 6.3 |
Technology | 13.51 | 9.61 |
Consumer Cyclical | 18.07 | 11.84 |
Financial Services | 18.72 | 29.47 |
Real Estate | 4.35 | 0.4 |
Consumer Defensive | 1.34 | 4.99 |
Energy | - | 6.31 |
Top Comparisons
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
3Y Returns20.26%
PGIM India Global Equity Opportunities Fund of Fund - Growth
3Y Returns22.45%
Kotak Aggressive Hybrid Fund - Growth
3Y Returns14.6%
Bandhan Aggressive Hybrid Fund - Growth
3Y Returns14.76%
ICICI Prudential Large & Mid Cap Fund - Growth
3Y Returns20.66%
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns26.32%
Nippon India Credit Risk Fund - Growth Plan
3Y Returns8.2%
UTI Credit Risk Fund - Regular Plan - Growth Option
3Y Returns7.24%