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 | 1.58% | 3.09% |
6 Month | -11.76% | -4.01% |
1 Year | 5.51% | 6.78% |
3 Year | 22.68% | 12.69% |
5 Year | 25.47% | 20.67% |
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 | -3.55% | 0.85% |
1 Year | -11.25% | -5.1% |
3 Year | 21.98% | 12.89% |
5 Year | 21.73% | 14.04% |
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% | 0.28% |
Beta | 1.067% | 0.94% |
Alpha | 5.026% | -2.54% |
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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 | 2.72 |
Mid Cap | 42.38 | 19.84 |
Large Cap | 26.25 | 70.82 |
Small Cap | 27.53 | 6.63 |
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 | 2.72 |
Healthcare | 2.01 | 5.88 |
Industrials | 30.18 | 7.14 |
Financial Services | 17.97 | 32.26 |
Basic Materials | 6.36 | 5.22 |
Technology | 12.09 | 10.44 |
Real Estate | 6.8 | 2.52 |
Consumer Cyclical | 22.76 | 13.94 |
Energy | - | 3.08 |
Consumer Defensive | - | 6.89 |
Communication Services | - | 6.36 |
Utilities | - | 3.56 |
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