Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI ELSS Tax Saver Fund vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare

Link copied to clipboard!

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

Invest Now

tortoise-icon UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Invest Now

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 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) ₹4223 Cr ₹3665 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 4.79% 2.81%
6 Month 24.52% 13.78%
1 Year -3.42% -4.83%
3 Year 24.25% 11.91%
5 Year 25.82% 18.05%

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 5.61% 3.21%
1 Year 11.66% 8.48%
3 Year 23.63% 12.94%
5 Year 22.38% 12.83%

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 18.99% 12.37%
Sharp 0.86% 0.48%
Beta 1.15% 0.93%
Alpha 8.02% -2.45%

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 5.11 4.9
Small Cap 35.33 9.56
Mid Cap 44.66 13.52
Large Cap 14.9 72.02

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 1.75 0.63
Communication Services 1.59 6.26
Healthcare 3.36 6.9
Industrials 31.75 8.95
Basic Materials 5.57 3.33
Technology 13.51 10.16
Consumer Cyclical 18.07 13.73
Financial Services 18.72 33.32
Real Estate 4.35 2.26
Consumer Defensive 1.34 6.24
Energy - 4.6
Utilities - 3.62

Top Comparisons

HDFC Credit Risk Debt Fund - Growth Option HDFC Credit Risk Debt Fund - Growth Option

3Y Returns7.4%

VS

Axis Credit Risk Fund - Regular Plan - Growth Axis Credit Risk Fund - Regular Plan - Growth

3Y Returns7.63%

Compare Now

BANDHAN Balanced Advantage Fund Regular Plan Growth BANDHAN Balanced Advantage Fund Regular Plan Growth

3Y Returns10.04%

VS

HSBC Balanced Advantage Fund - Regular Growth HSBC Balanced Advantage Fund - Regular Growth

3Y Returns11.51%

Compare Now

Kotak Banking and PSU Debt - Growth Kotak Banking and PSU Debt - Growth

3Y Returns7.32%

VS

INVESCO INDIA BANKING AND PSU FUND - Growth Option INVESCO INDIA BANKING AND PSU FUND - Growth Option

3Y Returns7.2%

Compare Now

Franklin India Small Cap Fund-Growth Franklin India Small Cap Fund-Growth

3Y Returns20.88%

VS

HDFC Small Cap Fund Regular Growth HDFC Small Cap Fund Regular Growth

3Y Returns22.03%

Compare Now
Add to Cart Successfully