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) | ₹435 Cr | ₹4506 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 | 2.85% | 3.69% |
6 Month | 11.83% | 4.63% |
1 Year | 0.83% | 7.61% |
3 Year | 25.39% | 30.53% |
5 Year | 22.18% | 27.5% |
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 | 10.8% | 14.18% |
1 Year | 11.44% | 12.98% |
3 Year | 21.27% | 27.2% |
5 Year | 18.87% | 24.6% |
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 | 18.91% | 15.48% |
3 Year | 18.3% | 15.71% |
5 Year | 18.29% | 14.49% |
Risk Management
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 15.39% | 19.14% |
Sharp | 1.20% | 1.25% |
Beta | 1.01% | 1.11% |
Alpha | 4.77% | 8.92% |
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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 |
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 | 4.34 | 4.14 |
Small Cap | 46.6 | 30.51 |
Large Cap | 40.16 | 27.71 |
Mid Cap | 8.9 | 37.64 |
Sector Allocation
Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Others | 0.45 | 1.18 |
Communication Services | 2.72 | - |
Consumer Defensive | 3.4 | - |
Basic Materials | 10.06 | 5.67 |
Industrials | 21.12 | 37.3 |
Financial Services | 31.05 | 17.43 |
Consumer Cyclical | 8.52 | 20.59 |
Technology | 8.96 | 8.6 |
Healthcare | 2.18 | 2.96 |
Energy | 1.03 | - |
Real Estate | 4.29 | 6.27 |
Utilities | 6.23 | - |
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