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) | ₹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
3Y Returns7.4%
Axis Credit Risk Fund - Regular Plan - Growth
3Y Returns7.63%
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns10.04%
HSBC Balanced Advantage Fund - Regular Growth
3Y Returns11.51%
Kotak Banking and PSU Debt - Growth
3Y Returns7.32%
INVESCO INDIA BANKING AND PSU FUND - Growth Option
3Y Returns7.2%
Franklin India Small Cap Fund-Growth
3Y Returns20.88%
HDFC Small Cap Fund Regular Growth
3Y Returns22.03%