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

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

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tortoise-icon Sundaram Diversified Equity (ELSS) 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 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 7.53% 6.01%
6 Month -12.36% -1.97%
1 Year 6.46% 7.83%
3 Year 24.41% 14.89%
5 Year 26.52% 22.53%

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 -4.5% 1.31%
1 Year -14.73% -2.09%
3 Year 19.48% 11.35%
5 Year 20.11% 13.78%

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% 0.57%
Beta 1.067% 0.87%
Alpha 5.026% -0.89%

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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 3.87
Mid Cap 42.38 13.14
Large Cap 26.25 72.32
Small Cap 27.53 10.66

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 3.87
Healthcare 2.01 -
Industrials 30.18 -
Financial Services 17.97 -
Basic Materials 6.36 -
Technology 12.09 -
Real Estate 6.8 -
Consumer Cyclical 22.76 -
Petroleum Products - 5.03
IT - Software - 6.08
Retailing - 3.33
Cement & Cement Products - 3
IT - Services - 0.55
Construction - 3.83
Diversified FMCG - 3.72
Banks - 28.3
Pharmaceuticals & Biotechnology - 5.19
Industrial Manufacturing - 0.92
Automobiles - 5.43
Healthcare Services - 2.28
Electrical Equipment - 0.89
Finance - 3.64
Gas - 1.04
Transport Services - 3.5
Consumer Durables - 3.16
Insurance - 0.95
Agricultural Food & other Products - 1.19
Oil - 0.74
Chemicals & Petrochemicals - 0.9
Telecom - Services - 3.4
Auto Components - 1.19
Capital Markets - 2.04
Fertilizers & Agrochemicals - 2.15
Beverages - 1.15
Power - 0.96
Transport Infrastructure - 0.53
Leisure Services - 1.03

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