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)	₹4223 Cr	₹1461 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	5.46%	1.72%
6 Month	25.31%	15.31%
1 Year	-3.24%	-0.36%
3 Year	25.42%	12.99%
5 Year	25.82%	18.4%

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Sundaram Value Fund - Regular Plan - Growth
6 Month	5.61%	3.28%
1 Year	11.66%	10.49%
3 Year	23.63%	12.62%
5 Year	22.38%	13.55%

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Sundaram Value Fund - Regular Plan - Growth
1 Year	14.95%	11.72%
3 Year	16.05%	14.94%
5 Year	14.81%	13.5%

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Sundaram Value Fund - Regular Plan - Growth
Standard Deviation	18.99%	11.71%
Sharp	0.86%	0.58%
Beta	1.15%	0.84%
Alpha	8.02%	-1.04%

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	5.11	7.78
Small Cap	35.33	13.86
Mid Cap	44.66	9.21
Large Cap	14.9	69.16

Scheme Name	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option	Sundaram Value Fund - Regular Plan - Growth
Others	1.75	7.78
Communication Services	1.59	3.31
Healthcare	3.36	7.32
Industrials	31.75	9.35
Basic Materials	5.57	7.39
Technology	13.51	7.24
Consumer Cyclical	18.07	13.81
Financial Services	18.72	24.07
Real Estate	4.35	-
Consumer Defensive	1.34	9.37
Energy	-	6.6
Utilities	-	3.77