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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 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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