Sundaram Diversified Equity (ELSS) Regular Plan vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare

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

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Sundaram Value Fund - Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Sundaram Value Fund - Regular Plan - Growth
Fund	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Sundaram Value Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹4515 Cr	₹1481 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹500	₹250
Min Addl Investment	₹500	₹100
Launch Date	21 Jan 2015	22 Nov 1999
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	70%	18%
Expense Ratio	1.82	2.2
Manager	Rakesh Shetty	Sudhir Kedia
ISIN Code	INF247L01544	INF903J01538
Exits Load	Data not available./365	Data not available./365

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Sundaram Value Fund - Regular Plan - Growth
1 Month	-3.39%	0.91%
6 Month	-3.38%	4.5%
1 Year	-9.6%	3.19%
3 Year	21.43%	12.38%
5 Year	21.11%	16.16%

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Sundaram Value Fund - Regular Plan - Growth
6 Month	-0.3%	2.62%
1 Year	9.76%	13.58%
3 Year	19.34%	12.47%
5 Year	20.15%	13.18%

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Sundaram Value Fund - Regular Plan - Growth
1 Year	13.98%	12.83%
3 Year	16.67%	15.09%
5 Year	15.36%	14.02%

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Sundaram Value Fund - Regular Plan - Growth
Standard Deviation	18.83%	11.71%
Sharp	0.93%	0.62%
Beta	1.18%	0.84%
Alpha	6.33%	-1.89%

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Sundaram Value Fund - Regular Plan - Growth
Name	Rakesh Shetty	Sudhir Kedia
Total AUM	₹33886 Cr	₹10423 Cr
Funds Managed	19	8
	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Sundaram Value Fund - Regular Plan - Growth

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Sundaram Value Fund - Regular Plan - Growth
Others	10.79	4.41
Small Cap	31.95	16.67
Mid Cap	42.37	11.41
Large Cap	14.89	67.49

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Sundaram Value Fund - Regular Plan - Growth
Others	3.36	4.41
Communication Services	1.87	-
Healthcare	3.27	-
Industrials	28.02	-
Basic Materials	7.64	-
Technology	17.86	-
Consumer Cyclical	19.57	-
Financial Services	14.25	-
Real Estate	4.16	-
Consumer Defensive	0	-
Petroleum Products	-	7.16
Gas	-	3.08
IT - Software	-	7.32
Retailing	-	1.49
Construction	-	3.76
Banks	-	24.53
Cement & Cement Products	-	5.39
Pharmaceuticals & Biotechnology	-	4.43
Industrial Manufacturing	-	0.67
Healthcare Services	-	1.46
IT - Services	-	0.88
Industrial Products	-	2.88
Diversified FMCG	-	3.43
Automobiles	-	5.51
Consumer Durables	-	1.82
Beverages	-	3.55
Oil	-	0.8
Telecom - Services	-	4.3
Auto Components	-	2.08
Personal Products	-	1.92
Fertilizers & Agrochemicals	-	2.27
Power	-	4.26
Leisure Services	-	1.45
Ferrous Metals	-	1.13