Pros | ![]() Consistently beats benchmark. ![]() Outperformed benchmarks during bull run. ![]() 5Y returns in the top 25% of the category. | ![]() Larger AUM within category. ![]() Beats FD returns for both 3Y & 5Y. | ||
Cons | ![]() Highly volatile within category. ![]() Poor track record of protecting capital in bear phase. ![]() Poor track record of Recovering losses quickly. | ![]() Has not generated consistent returns. ![]() Does not beat the benchmark consistently. ![]() Highly volatile within category. |
INDMoney rank | 7/23 | 22/23 | ||
Category,Subcateogry | Equity,Elss (Tax Savings) | Equity,Elss (Tax Savings) | ||
Fund Age | 10 Years | 12 Years | ||
Fund Size | 4223 Cr | 35172 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹500 | SIP ₹500 Lumpsum ₹500 | ||
Expense Ratio | 0.63% | 0.8% | ||
Exit Load | 0% | 0% | ||
Benchmark Index | Nifty 500 TR INR | Nifty 500 TR INR |
No of Holdings | 35 | 94 | ||
Top 5 Holdings | Eternal Ltd (6.27%) Prestige Estates Projects Ltd (4.55%) Amber Enterprises India Ltd Ordinary Shares (4.35%) Multi Commodity Exchange of India Ltd (4.34%) Kaynes Technology India Ltd (4.06%) | HDFC Bank Ltd (8.5%) ICICI Bank Ltd (6.47%) Bharti Airtel Ltd (4.28%) Bajaj Finance Ltd (4.08%) Infosys Ltd (3.13%) | ||
No of Sectors | 8 | 11 | ||
Top 3 Sectors | Industrial (32.04%) Financial Services (22.94%) Consumer Cyclical (18.16%) | Financial Services (30.87%) Consumer Cyclical (14.78%) Industrial (11.23%) | ||
Equity % | 98.32% | 97.42% | ||
Debt % | - | - | ||
P/E | 46.34 | 30.17 | ||
P/B | 5.98 | 5.06 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | -1.64% | 0.62% | ||
3-Month Return | -2.35% | 1.12% | ||
6-Month Return | 19.61% | 12.53% | ||
1-Year Return | -2.27% | -0.1% | ||
3-Year Return | 25.73% | 12.52% | ||
5-Year Return | 26.52% | 16.29% |
Sharpe | 0.93 | 0.44 | ||
Alpha | 7.94 | -1.43 | ||
Beta | 1.18 | 0.88 | ||
Standard Deviation | 19.01 | 13.06 | ||
Information Ratio | 0.94 | -0.45 |
Description | Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth is an equity fund.The fund could potentially beat inflation in the long-run. | Axis ELSS Tax Saver Fund Direct Plan Growth Option is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Atul Mehra,Rakesh Shetty,Ajay Khandelwal | Shreyash Devalkar,Ashish Naik |