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Tata ELSS Tax Saver Fund 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 Tata ELSS Fund - Regular Plan - Growth Option

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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 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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