Tata ELSS Tax Saver Fund vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Tata ELSS Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Tata ELSS Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹4223 Cr | ₹4472 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 21 Jan 2015 | 13 Oct 2014 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 70% | 20% |
Expense Ratio | 1.82 | 1.82 |
Manager | Rakesh Shetty | Sailesh Jain |
ISIN Code | INF247L01544 | INF277K01I52 |
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 | Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 6.45% | 3.42% |
6 Month | 26.09% | 14.48% |
1 Year | -2.08% | -2.71% |
3 Year | 25.79% | 15.56% |
5 Year | 26.22% | 19.79% |
SIP Return Analysis
Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.61% | 2.82% |
1 Year | 11.66% | 7.24% |
3 Year | 23.63% | 13.99% |
5 Year | 22.38% | 14.86% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 14.95% | 13.05% |
3 Year | 16.05% | 14.97% |
5 Year | 14.81% | 13.83% |
Risk Management
Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 18.99% | 13.41% |
Sharp | 0.86% | 0.56% |
Beta | 1.15% | 0.97% |
Alpha | 8.02% | 0.41% |
Fund Managers
Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
Name | Rakesh Shetty | Sailesh Jain |
Total AUM | ₹33886 Cr | ₹17041 Cr |
Funds Managed | 19 | 7 |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Tata ELSS Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.11 | 8.61 |
Small Cap | 35.33 | 21.24 |
Mid Cap | 44.66 | 10.14 |
Large Cap | 14.9 | 60.01 |
Sector Allocation
Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.75 | 4.62 |
Communication Services | 1.59 | 4.28 |
Healthcare | 3.36 | 3.33 |
Industrials | 31.75 | 14.3 |
Basic Materials | 5.57 | 7.26 |
Technology | 13.51 | 6.33 |
Consumer Cyclical | 18.07 | 14.27 |
Financial Services | 18.72 | 33.62 |
Real Estate | 4.35 | 2.26 |
Consumer Defensive | 1.34 | 1.89 |
Energy | - | 5.31 |
Utilities | - | 2.53 |
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