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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) ₹4377 Cr ₹3678 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 2.08% 2.65%
6 Month 13.61% 6.02%
1 Year 0.22% 2.29%
3 Year 24.61% 12.74%
5 Year 25.63% 18.07%

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 1.82% 2.23%
1 Year 12.92% 11.4%
3 Year 22.37% 13.23%
5 Year 21.86% 12.91%

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 14.55% 10.86%
3 Year 16.29% 11.39%
5 Year 15% 12.32%

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 18.88% 12.37%
Sharp 0.95% 0.54%
Beta 1.16% 0.94%
Alpha 7.72% -3.01%

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 7.68 7.09
Small Cap 32.04 8.55
Mid Cap 44.91 12.1
Large Cap 15.36 72.25

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 4.33 1.71
Communication Services 1.94 7.22
Healthcare 3.35 6.34
Industrials 27.65 7.77
Basic Materials 5.74 3.12
Technology 17.92 9.7
Consumer Cyclical 18.61 13.77
Financial Services 15.97 32.83
Real Estate 3.72 2.62
Consumer Defensive 0.78 5.83
Energy - 5.58
Utilities - 3.5

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