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) | ₹4377 Cr | ₹757 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 | 2.08% | 2.85% |
| 6 Month | 13.61% | 4.86% |
| 1 Year | 0.22% | 5.33% |
| 3 Year | 24.61% | 12.69% |
| 5 Year | 25.63% | 19.98% |
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 | 1.82% | 1.5% |
| 1 Year | 12.92% | 9.93% |
| 3 Year | 22.37% | 12.29% |
| 5 Year | 21.86% | 13.36% |
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 | 14.55% | 12.21% |
| 3 Year | 16.29% | 14.43% |
| 5 Year | 15% | 15.22% |
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 | 18.88% | 11.90% |
| Sharp | 0.95% | 0.55% |
| Beta | 1.16% | 0.87% |
| Alpha | 7.72% | -1.09% |
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 | 7.68 | 10.36 |
| Small Cap | 32.04 | 13.13 |
| Mid Cap | 44.91 | 19.76 |
| Large Cap | 15.36 | 56.74 |
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 | 4.33 | 4.82 |
| Communication Services | 1.94 | 3.69 |
| Healthcare | 3.35 | 10.72 |
| Industrials | 27.65 | 11.43 |
| Basic Materials | 5.74 | 7.35 |
| Technology | 17.92 | 8.2 |
| Consumer Cyclical | 18.61 | 13.04 |
| Financial Services | 15.97 | 29.32 |
| Real Estate | 3.72 | 0.44 |
| Consumer Defensive | 0.78 | 4.64 |
| Energy | - | 6.37 |
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