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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) ₹4360 Cr ₹4582 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 2.72% 2.47%
6 Month -5.77% -0.09%
1 Year 9.88% 3.77%
3 Year 31.95% 20.74%
5 Year 27.57% 22.24%

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 15.4% 9.83%
1 Year 14.19% 9.95%
3 Year 28.48% 17.79%
5 Year 25.29% 17.67%

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 15.48% 13.57%
3 Year 15.71% 14.8%
5 Year 14.49% 13.66%

Risk Management

Scheme Name Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Tata ELSS Fund - Regular Plan - Growth Option
Standard Deviation 19.73% 14.43%
Sharp 1.07% 0.77%
Beta 1.13% 0.97%
Alpha 8.89% 0.64%

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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 4.14 7.2
Mid Cap 37.64 9.9
Large Cap 27.71 61.49
Small Cap 30.51 21.41

Sector Allocation

Scheme Name

Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

Tata ELSS Fund - Regular Plan - Growth Option

Others 1.18 5.4
Healthcare 2.96 3.25
Industrials 37.3 13.79
Basic Materials 5.67 6.69
Technology 8.6 6.67
Financial Services 17.43 34.16
Real Estate 6.27 2.5
Consumer Cyclical 20.59 14.48
Communication Services - 4.1
Energy - 5.44
Utilities - 2.51
Consumer Defensive - 0.99

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