SBI Long Term Equity Fund vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare

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SBI ELSS Tax Saver Fund - Regular Plan- Growth

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Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Fund	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹30271 Cr	₹4402 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	31 Mar 1993	21 Jan 2015
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500 TRI	NIFTY 500 TRI
Turn Over	15%	70%
Expense Ratio	1.59	1.82
Manager	Dinesh Balachandran	Rakesh Shetty
ISIN Code	INF200K01495	INF247L01544
Exits Load	Data not available./365	Data not available./365

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
1 Month	-1.78%	-4.45%
6 Month	10.82%	20.19%
1 Year	-4.29%	-4.77%
3 Year	23.04%	23.47%
5 Year	23.83%	23.88%

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
6 Month	1.57%	1.86%
1 Year	3.88%	1.06%
3 Year	21.06%	22.51%
5 Year	22.08%	22.12%

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
1 Year	10.2%	14.95%
3 Year	13.51%	16.05%
5 Year	13.34%	14.81%

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Standard Deviation	13.09%	18.64%
Sharp	1.35%	1.03%
Beta	0.95%	1.12%
Alpha	7.18%	8.82%

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Name	Dinesh Balachandran	Rakesh Shetty
Total AUM	₹69808 Cr	₹33886 Cr
Funds Managed	4	19
	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Others	7.8	7.44
Large Cap	61.91	17.06
Small Cap	12.03	34.39
Mid Cap	18.26	41.11

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Others	6.26	1.71
Energy	9.03	-
Technology	7.83	11.38
Consumer Cyclical	9.31	17.85
Basic Materials	10.03	5.89
Industrials	8.45	31.5
Financial Services	29.46	22.55
Healthcare	7.59	3.01
Consumer Defensive	4.53	-
Utilities	4.47	-
Communication Services	1.94	1.57
Real Estate	1.1	4.55