ITI ELSS Tax Saver Fund Regular vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare
ITI ELSS Tax Saver Fund Regular - Growth
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Chart Comparison
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) | ₹409 Cr | ₹4223 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 | 2.32 | 1.82 |
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 | 3.38% | 4.49% |
6 Month | 17.45% | 22.97% |
1 Year | -5% | -3.68% |
3 Year | 19.57% | 24.14% |
5 Year | 19.56% | 25.93% |
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 | 3.54% | 5.61% |
1 Year | 10.58% | 11.66% |
3 Year | 17.98% | 23.63% |
5 Year | 16.99% | 22.38% |
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 | 17.67% | 14.95% |
3 Year | 18.44% | 16.05% |
5 Year | 19.61% | 14.81% |
Risk Management
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 15.44% | 18.99% |
Sharp | 0.77% | 0.86% |
Beta | 1.07% | 1.15% |
Alpha | 4.18% | 8.02% |
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 |
Funds Managed | 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 | 9.18 | 5.11 |
Small Cap | 47.59 | 35.33 |
Large Cap | 36.05 | 14.9 |
Mid Cap | 7.19 | 44.66 |
Sector Allocation
Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Others | 2.46 | 1.75 |
Communication Services | 2.7 | 1.59 |
Consumer Defensive | 1.92 | 1.34 |
Basic Materials | 10.66 | 5.57 |
Industrials | 21.84 | 31.75 |
Financial Services | 30.65 | 18.72 |
Consumer Cyclical | 9.4 | 18.07 |
Technology | 7.39 | 13.51 |
Healthcare | 2.03 | 3.36 |
Energy | 0 | - |
Utilities | 6.47 | - |
Real Estate | 4.47 | 4.35 |
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