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) | ₹4377 Cr | ₹3678 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 | 2.08% | 2.65% |
| 6 Month | 13.61% | 6.02% |
| 1 Year | 0.22% | 2.29% |
| 3 Year | 24.61% | 12.74% |
| 5 Year | 25.63% | 18.07% |
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 | 1.82% | 2.23% |
| 1 Year | 12.92% | 11.4% |
| 3 Year | 22.37% | 13.23% |
| 5 Year | 21.86% | 12.91% |
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 | 14.55% | 10.86% |
| 3 Year | 16.29% | 11.39% |
| 5 Year | 15% | 12.32% |
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 | 18.88% | 12.37% |
| Sharp | 0.95% | 0.54% |
| Beta | 1.16% | 0.94% |
| Alpha | 7.72% | -3.01% |
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 | 7.68 | 7.09 |
| Small Cap | 32.04 | 8.55 |
| Mid Cap | 44.91 | 12.1 |
| Large Cap | 15.36 | 72.25 |
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 | 4.33 | 1.71 |
| Communication Services | 1.94 | 7.22 |
| Healthcare | 3.35 | 6.34 |
| Industrials | 27.65 | 7.77 |
| Basic Materials | 5.74 | 3.12 |
| Technology | 17.92 | 9.7 |
| Consumer Cyclical | 18.61 | 13.77 |
| Financial Services | 15.97 | 32.83 |
| Real Estate | 3.72 | 2.62 |
| Consumer Defensive | 0.78 | 5.83 |
| Energy | - | 5.58 |
| Utilities | - | 3.5 |
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