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) | ₹3876 Cr | ₹3643 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 | 6.82% | 2.1% |
6 Month | -8.86% | -2.78% |
1 Year | 9.69% | 3.17% |
3 Year | 31.46% | 17.95% |
5 Year | 27.77% | 20.91% |
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 | 11.78% | 6.8% |
1 Year | 8.02% | 3.93% |
3 Year | 26.7% | 14.14% |
5 Year | 24.29% | 14.29% |
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 | 15.48% | 11.19% |
3 Year | 15.71% | 11.24% |
5 Year | 14.49% | 12.2% |
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 | 18.539% | 12.37% |
Sharp | 0.644% | 0.67% |
Beta | 1.067% | 0.94% |
Alpha | 5.026% | -2.15% |
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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 | 3.84 | 3.67 |
Mid Cap | 42.38 | 19.63 |
Large Cap | 26.25 | 70.46 |
Small Cap | 27.53 | 6.24 |
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 | 1.83 | 3.67 |
Healthcare | 2.01 | - |
Industrials | 30.18 | - |
Financial Services | 17.97 | - |
Basic Materials | 6.36 | - |
Technology | 12.09 | - |
Real Estate | 6.8 | - |
Consumer Cyclical | 22.76 | - |
Petroleum Products | - | 4.8 |
Industrial Products | - | 2.98 |
IT - Software | - | 9.23 |
Retailing | - | 4.51 |
Pharmaceuticals & Biotechnology | - | 2.8 |
Banks | - | 21.77 |
Automobiles | - | 4.06 |
Cement & Cement Products | - | 1.97 |
Ferrous Metals | - | 2.1 |
Realty | - | 2.48 |
Personal Products | - | 2.36 |
Finance | - | 5.74 |
Fertilizers & Agrochemicals | - | 1.21 |
Consumer Durables | - | 5.08 |
Agricultural Food & other Products | - | 1.11 |
Food Products | - | 1.43 |
Aerospace & Defense | - | 1.56 |
Leisure Services | - | 2.32 |
Telecom - Services | - | 4.73 |
Healthcare Services | - | 2.83 |
Financial Technology (Fintech) | - | 0.66 |
Entertainment | - | 0.51 |
Power | - | 2.48 |
Insurance | - | 2.98 |
Auto Components | - | 3.33 |
Gas | - | 1.3 |
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