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) | ₹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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