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 | ₹4377 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 | 3.43% | 0.04% |
| 6 Month | 13.29% | 12.95% |
| 1 Year | 4.78% | -0.21% |
| 3 Year | 20.43% | 23.89% |
| 5 Year | 19.8% | 24.7% |
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 | 4.75% | 1.79% |
| 1 Year | 18.37% | 12.74% |
| 3 Year | 18.73% | 21.78% |
| 5 Year | 17.56% | 21.38% |
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 | 16.96% | 14.55% |
| 3 Year | 18.57% | 16.29% |
| 5 Year | 19.32% | 15% |
Risk Management
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.29% | 18.83% |
| Sharp | 0.89% | 0.93% |
| Beta | 1.08% | 1.18% |
| Alpha | 3.36% | 6.33% |
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 | 9.84 | 7.68 |
| Small Cap | 46.12 | 32.04 |
| Large Cap | 37.42 | 15.36 |
| Mid Cap | 6.62 | 44.91 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.86 | 4.33 |
| Communication Services | 2.59 | 1.94 |
| Consumer Defensive | 2.5 | 0.78 |
| Basic Materials | 9.86 | 5.74 |
| Industrials | 22.31 | 27.65 |
| Financial Services | 33.95 | 15.97 |
| Consumer Cyclical | 8.62 | 18.61 |
| Technology | 6.5 | 17.92 |
| Healthcare | 2.09 | 3.35 |
| Utilities | 6.24 | - |
| Real Estate | 3.48 | 3.72 |
Top Comparisons
ICICI Prudential Infrastructure Fund - Growth
3Y Returns27.33%
UTI Infrastructure Fund-Growth Option
3Y Returns19.62%
SBI Healthcare Opportunities Fund - Regular Plan -Growth
3Y Returns24.09%
Quant Healthcare Fund Regular - Growth
3Y Returns0%
Kotak Focused Fund- Regular plan _ Growth Option
3Y Returns15.93%
DSP Focused Fund - Regular Plan - Growth
3Y Returns17.12%
ITI Banking and PSU Fund Regular - Growth
3Y Returns7.12%
LIC MF Banking & PSU Debt Fund-Growth
3Y Returns7.46%