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

Link copied to clipboard!

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

Invest Now

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Invest Now

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 Diversified Equity (ELSS) Regular Plan - Growth
Fund	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹4506 Cr	₹1519 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹250
Min Addl Investment	₹500	₹500
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 Diversified Equity (ELSS) Regular Plan - Growth
1 Month	-1.93%	-0.49%
6 Month	13.56%	8.85%
1 Year	5.04%	1.58%
3 Year	27.19%	14.65%
5 Year	26.58%	19.95%

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month	11.31%	5.62%
1 Year	11.83%	8.81%
3 Year	26.78%	13.9%
5 Year	24.45%	14.88%

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year	15.48%	11.98%
3 Year	15.71%	14.87%
5 Year	14.49%	13.4%

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Standard Deviation	19.14%	11.71%
Sharp	1.25%	0.97%
Beta	1.11%	0.88%
Alpha	8.92%	-1.6%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Sundaram Diversified Equity (ELSS) 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 Diversified Equity (ELSS) Regular Plan - Growth

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Others	7.01	6.9
Small Cap	31.4	9.79
Mid Cap	37.89	12.98
Large Cap	23.7	70.32

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Others	0.81	5.92
Communication Services	0.61	5.01
Healthcare	3.27	6.69
Industrials	35.64	10.48
Basic Materials	5.55	6.34
Technology	10.72	6.64
Financial Services	20.78	31.88
Real Estate	3.88	-
Consumer Cyclical	18.73	11.74
Energy	-	6.37
Consumer Defensive	-	7.07
Utilities	-	1.86