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) | ₹4506 Cr | ₹3882 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 | -3.72% | -4.25% |
6 Month | 8.14% | 4.09% |
1 Year | 3.61% | -4.61% |
3 Year | 25.98% | 12.84% |
5 Year | 26.08% | 18.64% |
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 | 11.31% | 3.85% |
1 Year | 11.83% | 3.22% |
3 Year | 26.78% | 13.43% |
5 Year | 24.45% | 13.7% |
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 | 14.95% | 10.99% |
3 Year | 16.05% | 11.32% |
5 Year | 14.81% | 12.26% |
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 | 19.14% | 12.37% |
Sharp | 1.25% | 0.92% |
Beta | 1.11% | 0.94% |
Alpha | 8.92% | -2.11% |
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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 | 7.01 | 7.46 |
Small Cap | 31.4 | 8.13 |
Mid Cap | 37.89 | 14.73 |
Large Cap | 23.7 | 69.68 |
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 | 0.81 | 3.13 |
Communication Services | 0.61 | 5.17 |
Healthcare | 3.27 | 6.45 |
Industrials | 35.64 | 9.22 |
Basic Materials | 5.55 | 3.2 |
Technology | 10.72 | 9.9 |
Financial Services | 20.78 | 32.08 |
Real Estate | 3.88 | 2.38 |
Consumer Cyclical | 18.73 | 13.9 |
Energy | - | 4.75 |
Utilities | - | 3.09 |
Consumer Defensive | - | 6.75 |
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