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Motilal Oswal ELSS Tax Saver Fund (MOFLTE) vs ITI ELSS Tax Saver Fund Regular compare

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tortoise-icon ITI ELSS Tax Saver Fund Regular - Growth

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tortoise-icon Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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