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)	₹30420 Cr	₹4377 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	1.95%	-0.42%
6 Month	6.57%	10.65%
1 Year	2.87%	-0.8%
3 Year	24.8%	25.65%
5 Year	25.14%	25.37%

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
6 Month	1.35%	2.78%
1 Year	9.13%	14.21%
3 Year	19.42%	22.98%
5 Year	20.99%	22.19%

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
1 Year	10.07%	14.55%
3 Year	13.66%	16.29%
5 Year	13.41%	15%

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%	18.88%
Sharp	1.28%	0.95%
Beta	0.96%	1.16%
Alpha	6.79%	7.72%

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	8.27	7.68
Large Cap	60.68	15.36
Small Cap	12.81	32.04
Mid Cap	18.24	44.91

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Others	6.48	4.33
Energy	8.88	-
Technology	7.25	17.92
Consumer Cyclical	10.25	18.61
Basic Materials	10.8	5.74
Industrials	7.51	27.65
Financial Services	28.72	15.97
Healthcare	7.32	3.35
Consumer Defensive	4.32	0.78
Utilities	4.26	-
Communication Services	3.17	1.94
Real Estate	1.04	3.72