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) | ₹4515 Cr | ₹4717 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 | 1.06% | 3.49% |
| 6 Month | 8.4% | 7.07% |
| 1 Year | 5.22% | 7.12% |
| 3 Year | 24.85% | 15.2% |
| 5 Year | 23.54% | 18.26% |
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 | 1.48% | 3.53% |
| 1 Year | 13.99% | 14.53% |
| 3 Year | 21.38% | 14.7% |
| 5 Year | 21.21% | 15.02% |
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 | 14.09% | 12.49% |
| 3 Year | 16.52% | 15.03% |
| 5 Year | 15.26% | 14.05% |
Risk Management
| Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 18.83% | 13.16% |
| Sharp | 0.93% | 0.66% |
| Beta | 1.18% | 0.97% |
| Alpha | 6.33% | -0.46% |
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 | 10.79 | 8.5 |
| Small Cap | 31.95 | 21.72 |
| Mid Cap | 42.37 | 10.16 |
| Large Cap | 14.89 | 59.62 |
Sector Allocation
| Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.36 | 4.39 |
| Communication Services | 1.87 | 4.18 |
| Healthcare | 3.27 | 3.19 |
| Industrials | 28.02 | 14.31 |
| Basic Materials | 7.64 | 7.06 |
| Technology | 17.86 | 6.03 |
| Consumer Cyclical | 19.57 | 14.67 |
| Financial Services | 14.25 | 33.88 |
| Real Estate | 4.16 | 2.59 |
| Consumer Defensive | 0 | 1.83 |
| Energy | - | 5.29 |
| Utilities | - | 2.58 |
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