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) | ₹4444 Cr | ₹782 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 | -8.4% | -2.33% |
| 6 Month | -4.88% | 0.73% |
| 1 Year | -13.18% | -0.8% |
| 3 Year | 20.75% | 11.41% |
| 5 Year | 19.62% | 15.39% |
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 | -4.16% | 0.28% |
| 1 Year | 3.83% | 8.19% |
| 3 Year | 16.16% | 10.43% |
| 5 Year | 18.2% | 11.82% |
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 | 13.86% | 11.49% |
| 3 Year | 16.74% | 14.16% |
| 5 Year | 15.43% | 15.52% |
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 | 18.95% | 11.72% |
| Sharp | 0.85% | 0.46% |
| Beta | 1.19% | 0.84% |
| Alpha | 5.73% | -1.85% |
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 | 19.24 | 10.63 |
| Small Cap | 30.77 | 13.12 |
| Mid Cap | 40.6 | 18.68 |
| Large Cap | 9.39 | 57.57 |
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 | 1.63 | 2.44 |
| Communication Services | 0.38 | 3.98 |
| Healthcare | 2.75 | 10.48 |
| Industrials | 24.8 | 11.28 |
| Basic Materials | 7.23 | 6.74 |
| Technology | 16.32 | 9.8 |
| Financial Services | 23.59 | 30.04 |
| Consumer Cyclical | 17.27 | 12.03 |
| Consumer Defensive | 1.96 | 5.67 |
| Real Estate | 4.07 | 0.47 |
| Energy | - | 7.07 |
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