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 | 0.08% | 1.46% |
| 6 Month | 10.69% | 3.53% |
| 1 Year | 2.22% | 6.83% |
| 3 Year | 24.54% | 12.57% |
| 5 Year | 23.5% | 18.27% |
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 | 0.16% | 0.84% |
| 1 Year | 10.22% | 8.03% |
| 3 Year | 20.09% | 10.92% |
| 5 Year | 20.37% | 12.28% |
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 | 14.09% | 11.85% |
| 3 Year | 16.52% | 14.25% |
| 5 Year | 15.26% | 15.43% |
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 | 18.83% | 11.77% |
| Sharp | 0.93% | 0.52% |
| Beta | 1.18% | 0.84% |
| Alpha | 6.33% | -1.81% |
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 | 10.79 | 10.36 |
| Small Cap | 31.95 | 13.13 |
| Mid Cap | 42.37 | 19.76 |
| Large Cap | 14.89 | 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 | 3.36 | 4.82 |
| Communication Services | 1.87 | 3.69 |
| Healthcare | 3.27 | 10.72 |
| Industrials | 28.02 | 11.43 |
| Basic Materials | 7.64 | 7.35 |
| Technology | 17.86 | 8.2 |
| Consumer Cyclical | 19.57 | 13.04 |
| Financial Services | 14.25 | 29.32 |
| Real Estate | 4.16 | 0.44 |
| Consumer Defensive | 0 | 4.64 |
| Energy | - | 6.37 |
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