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Sundaram Diversified Equity (ELSS) Regular Plan vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Chart Comparison
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) | ₹3876 Cr | ₹1468 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 | 2.21 |
| Manager | Rakesh Shetty | Sudhir Kedia |
| ISIN Code | INF247L01544 | INF903J01538 |
| 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 | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.58% | 3.41% |
| 6 Month | -11.76% | -0.89% |
| 1 Year | 5.51% | 6.42% |
| 3 Year | 22.68% | 13.4% |
| 5 Year | 25.47% | 21.43% |
SIP Return Analysis
| Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 6 Month | -3.55% | 2.11% |
| 1 Year | -11.25% | -0.89% |
| 3 Year | 21.98% | 12.79% |
| 5 Year | 21.73% | 14.93% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.36% | 12.34% |
| 3 Year | 15.34% | 14.95% |
| 5 Year | 13.44% | 13.23% |
Risk Management
| Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 18.539% | 11.71% |
| Sharp | 0.644% | 0.35% |
| Beta | 1.067% | 0.87% |
| Alpha | 5.026% | -1.41% |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 3.84 | 3.85 |
| Mid Cap | 42.38 | 13.33 |
| Large Cap | 26.25 | 72.56 |
| Small Cap | 27.53 | 10.27 |
Sector Allocation
| Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 1.83 | 4.33 |
| Healthcare | 2.01 | 6.76 |
| Industrials | 30.18 | 11.4 |
| Financial Services | 17.97 | 33.52 |
| Basic Materials | 6.36 | 5.59 |
| Technology | 12.09 | 9.43 |
| Real Estate | 6.8 | - |
| Consumer Cyclical | 22.76 | 10.51 |
| Energy | - | 5.59 |
| Communication Services | - | 5.33 |
| Consumer Defensive | - | 6.1 |
| Utilities | - | 1.44 |
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