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) | ₹441 Cr | ₹4444 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 | -2.75% | -5.13% |
| 6 Month | 1.44% | -0.54% |
| 1 Year | -0.38% | -10.5% |
| 3 Year | 18.53% | 21.57% |
| 5 Year | 15.75% | 20.22% |
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 | -1.97% | -4.65% |
| 1 Year | 5.95% | 0.71% |
| 3 Year | 13.91% | 15.8% |
| 5 Year | 15.19% | 18.35% |
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 | 15.75% | 13.86% |
| 3 Year | 18.67% | 16.74% |
| 5 Year | 19.25% | 15.43% |
Risk Management
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.38% | 18.95% |
| Sharp | 0.80% | 0.84% |
| Beta | 1.09% | 1.19% |
| Alpha | 2.87% | 5.73% |
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 | 9.02 | 19.24 |
| Small Cap | 48.31 | 30.77 |
| Large Cap | 36.88 | 9.39 |
| Mid Cap | 5.78 | 40.6 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.89 | 1.63 |
| Communication Services | 1.81 | 0.38 |
| Consumer Defensive | 2.64 | 1.96 |
| Industrials | 24.45 | 24.8 |
| Financial Services | 34.23 | 23.59 |
| Healthcare | 2.57 | 2.75 |
| Technology | 5.37 | 16.32 |
| Real Estate | 5.95 | 4.07 |
| Basic Materials | 8.14 | 7.23 |
| Consumer Cyclical | 8.12 | 17.27 |
| Utilities | 5.84 | - |
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