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

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

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

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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) ₹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 7.16% 2.5%
6 Month -2.09% 0.75%
1 Year 12.95% 7.99%
3 Year 29.1% 16.21%
5 Year 29.99% 22.95%

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 6.98% 5.7%
1 Year 5.29% 3.62%
3 Year 27.36% 15.19%
5 Year 24.58% 15.02%

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 16.36% 11.44%
3 Year 15.34% 11.24%
5 Year 13.44% 12.09%

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% 0.49%
Beta 1.067% 0.94%
Alpha 5.026% -2.03%

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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 3.23
Mid Cap 42.38 20.88
Large Cap 26.25 69.15
Small Cap 27.53 6.73

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 3.23
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 - 3.26
Industrial Products - 3.02
IT - Software - 9.52
Retailing - 5.02
Pharmaceuticals & Biotechnology - 2.74
Banks - 22.29
Automobiles - 3.84
Cement & Cement Products - 1.66
Ferrous Metals - 2.29
Realty - 2.61
Personal Products - 2.34
Healthcare Services - 3.26
Finance - 5.76
Fertilizers & Agrochemicals - 1.45
Consumer Durables - 5.1
Agricultural Food & other Products - 1.03
Food Products - 1.29
Aerospace & Defense - 1.53
Leisure Services - 2.17
Telecom - Services - 5.44
Financial Technology (Fintech) - 0.72
Entertainment - 0.35
Power - 2.61
Insurance - 2.92
Auto Components - 3.33
Gas - 1.21

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