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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) | ₹4402 Cr | ₹4595 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 | -5.24% | -2.51% |
| 6 Month | 15.02% | 8.85% |
| 1 Year | 1.1% | 0.64% |
| 3 Year | 23.97% | 14.62% |
| 5 Year | 25.44% | 19.84% |
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 | 3.96% | 2.26% |
| 1 Year | 0.51% | 1.42% |
| 3 Year | 21.72% | 13.14% |
| 5 Year | 21.48% | 14.63% |
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 | 18.64% | 13.32% |
| Sharp | 1.03% | 0.72% |
| Beta | 1.12% | 0.96% |
| Alpha | 8.82% | 0.66% |
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 | 7.44 | 8.42 |
| Small Cap | 34.39 | 21.73 |
| Mid Cap | 41.11 | 10.01 |
| Large Cap | 17.06 | 59.84 |
Sector Allocation
| Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.71 | 4.55 |
| Communication Services | 1.57 | 4.22 |
| Healthcare | 3.01 | 3.38 |
| Industrials | 31.5 | 14.5 |
| Basic Materials | 5.89 | 7.14 |
| Technology | 11.38 | 6.27 |
| Financial Services | 22.55 | 34.15 |
| Consumer Cyclical | 17.85 | 13.87 |
| Real Estate | 4.55 | 2.4 |
| Energy | - | 5.27 |
| Consumer Defensive | - | 1.76 |
| Utilities | - | 2.51 |
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