- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan
3Y Returns14.43%
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
3Y Returns17.17%
ITI Focused Equity Fund Regular - Growth
3Y Returns0%
Tata Focused Equity Fund-Regular Plan-Growth
3Y Returns15.65%
ITI Multi Cap Fund Regular - Growth
3Y Returns19.82%
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
3Y Returns16.57%
HDFC Non-Cyclical Consumer Fund - Regular (G)
3Y Returns0%
Nippon India Consumption Fund-Growth Plan-Growth Option
3Y Returns20.79%
