Motilal Oswal ELSS Tax Saver Fund (MOFLTE) vs ITI ELSS Tax Saver Fund Regular 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 | 4.13% | 2.08% |
| 6 Month | 13.55% | 13.61% |
| 1 Year | 4.46% | 0.22% |
| 3 Year | 20.67% | 24.61% |
| 5 Year | 20.24% | 25.63% |
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 | 0.18% | -0.16% |
| 1 Year | 9.23% | 8.77% |
| 3 Year | 15.54% | 20.21% |
| 5 Year | 15.82% | 20.53% |
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 |
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