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 | -3.68% | -2.69% |
6 Month | 8.21% | 9.29% |
1 Year | -3.68% | 3.74% |
3 Year | 21.49% | 26.79% |
5 Year | 20.5% | 26.37% |
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 | 7.36% | 11.31% |
1 Year | 8.33% | 11.83% |
3 Year | 20.08% | 26.78% |
5 Year | 18.34% | 24.45% |
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 | 15.39% | 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 | 7.45 | 7.01 |
Small Cap | 46.52 | 31.4 |
Large Cap | 37.23 | 23.7 |
Mid Cap | 8.8 | 37.89 |
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 | 0.81 |
Communication Services | 2.87 | 0.61 |
Consumer Defensive | 2.7 | - |
Basic Materials | 11.04 | 5.55 |
Industrials | 20.96 | 35.64 |
Financial Services | 30.97 | 20.78 |
Consumer Cyclical | 8.51 | 18.73 |
Technology | 8.3 | 10.72 |
Healthcare | 2.09 | 3.27 |
Energy | 1.05 | - |
Utilities | 6.38 | - |
Real Estate | 4.25 | 3.88 |
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