UTI ELSS Tax Saver Fund vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4444 Cr | ₹3785 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 21 Jan 2015 | 30 Jul 2005 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 70% | 23% |
| Expense Ratio | 1.82 | 1.9 |
| Manager | Rakesh Shetty | Vishal Chopda |
| ISIN Code | INF247L01544 | INF789F01547 |
| 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 | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -5.13% | -0.27% |
| 6 Month | -0.54% | 2.85% |
| 1 Year | -10.5% | 2.23% |
| 3 Year | 21.57% | 12.99% |
| 5 Year | 20.22% | 14.03% |
SIP Return Analysis
| Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -4.65% | 0.45% |
| 1 Year | 0.71% | 8.09% |
| 3 Year | 15.8% | 11.32% |
| 5 Year | 18.35% | 11.74% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.86% | 10.58% |
| 3 Year | 16.74% | 11.54% |
| 5 Year | 15.43% | 12.47% |
Risk Management
| Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 18.95% | 12.37% |
| Sharp | 0.85% | 0.56% |
| Beta | 1.19% | 0.95% |
| Alpha | 5.73% | -2.24% |
Fund Managers
| Scheme Name | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Rakesh Shetty | Vishal Chopda |
| Total AUM | ₹33886 Cr | ₹6487 Cr |
| Funds Managed | 19 | 3 |
| Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 19.24 | 5.14 |
| Small Cap | 30.77 | 9.16 |
| Mid Cap | 40.6 | 13.78 |
| Large Cap | 9.39 | 71.92 |
Sector Allocation
| Scheme Name |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.63 | 0.61 |
| Communication Services | 0.38 | 7.07 |
| Healthcare | 2.75 | 5.79 |
| Industrials | 24.8 | 7.69 |
| Basic Materials | 7.23 | 3.91 |
| Technology | 16.32 | 10.77 |
| Financial Services | 23.59 | 33.83 |
| Consumer Cyclical | 17.27 | 13.26 |
| Consumer Defensive | 1.96 | 5.1 |
| Real Estate | 4.07 | 3.12 |
| Energy | - | 5.54 |
| Utilities | - | 3.3 |
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