ITI ELSS Tax Saver Fund Regular vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare

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tortoise-icon ITI ELSS Tax Saver Fund Regular - Growth

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tortoise-icon Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - 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 ITI ELSS Tax Saver Fund Regular - Growth Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Fund ITI ELSS Tax Saver Fund Regular - Growth Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹388 Cr ₹4074 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 18 Oct 2019 21 Jan 2015
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over % 70%
Expense Ratio 2.3 1.83
Manager Vishal Jajoo Rakesh Shetty
ISIN Code INF00XX01374 INF247L01544
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
1 Month -9.59% -14.69%
6 Month -11.25% -2.07%
1 Year 7.67% 24.18%
3 Year 16.78% 21.16%
5 Year 14.58% 19.61%

SIP Return Analysis

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
6 Month - -
1 Year -10.85% 1.52%
3 Year 18.78% 27.24%
5 Year 17.92% 25.06%

Rolling Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
1 Year 22.05% 15.51%
3 Year 18.34% 15.1%
5 Year 18.4% 12.78%

Risk Management

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Standard Deviation 12.51% 13.65%
Sharp 1.03% 1.24%
Beta 0.83% 0.95%
Alpha 1.91% 4.45%

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Fund Managers

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Name Vishal Jajoo Rakesh Shetty
Total AUM ₹762 Cr ₹33886 Cr
Fund Manage 3 19
ITI ELSS Tax Saver Fund Regular - Growth Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

Market Cap

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

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

Others 5.45 0.53
Large Cap 50.01 29.31
Small Cap 34.83 29.88
Mid Cap 9.71 40.29

Sector Allocation

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

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

Others 5.45 0.53
Telecom - Services 2.47 -
Realty 4 6.96
Electrical Equipment 3.49 19.57
Food Products 1.33 -
Industrial Manufacturing 1.51 5.65
Construction 3.23 -
Textiles & Apparels 1.32 -
Banks 15.29 5.32
IT - Software 4.44 3.15
Paper, Forest & Jute Products 3.86 -
IT - Services 1.07 -
Pharmaceuticals & Biotechnology 2.1 2.94
Insurance 0.76 -
Automobiles 3.48 -
Finance 4.61 5.3
Diversified FMCG 3.15 -
Industrial Products 8.38 4.24
Oil 1.28 -
Ferrous Metals 1.18 -
Power 6 -
Chemicals & Petrochemicals 2.3 4.32
Transport Services 4.51 -
Engineering Services 1.12 -
Household Products 0.53 -
Commercial Services & Supplies 3.35 -
Retailing 9.26 13.79
Auto Components 0.53 2.66
Aerospace & Defense - 7.24
Consumer Durables - 8.81
Healthcare Services - 2.7
Capital Markets - 6.83

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