ITI ELSS Tax Saver Fund Regular vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) 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) ₹363 Cr ₹3710 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 18 Oct 2019 05 Jan 2015
Category ELSS ELSS
Fund Type Open-ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over % 70%
Expense Ratio 2.3 1.84
Manager Vishal Jajoo Rakesh Shetty
ISIN Code INF00XX01374 INF247L01544
Exits Load Nil/365 Nil/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 -8.12% -6.09%
6 Month 2.79% 14.56%
1 Year 30.05% 49.45%
3 Year 16.22% 23.14%
5 Year 17.38% 22.69%

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 - -
1 Year 19.63% 39.38%
3 Year 27.89% 36.4%
5 Year - 29.92%

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 21.02% 15.51%
3 Year 18.31% 15.1%
5 Year 18.49% 12.78%

Risk Management

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Standard Deviation 12.51% 13.65%
Sharp 1.03% 1.24%
Beta 0.83% 0.95%
Alpha 1.91% 4.45%

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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
Fund Manage 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 6.74 3.33
Large Cap 49.09 35.29
Small Cap 28.6 21.58
Mid Cap 15.57 39.8

Sector Allocation

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

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

Others 1.76 3.33
Telecom - Services 11.75 2.31
Petroleum Products 2.08 -
Electrical Equipment 1.65 15.32
Construction 6.35 -
Industrial Manufacturing 1.13 5.82
Textiles & Apparels 3.11 -
Banks 11.64 8.53
IT - Software 4.69 2.77
Paper, Forest & Jute Products 2.3 -
Aerospace & Defense 1.69 9.29
Automobiles 5.91 -
Finance 3.86 7.03
Diversified FMCG 1.21 -
Pharmaceuticals & Biotechnology 0.66 2.37
Industrial Products 9.98 -
Realty 4.94 8.41
Ferrous Metals 3.18 -
Chemicals & Petrochemicals 1.12 2.73
Auto Components 2.29 2.39
Engineering Services 0.61 -
Power 4.81 -
Transport Services 3.53 -
Commercial Services & Supplies 1.84 -
Retailing 7.91 14.2
Consumer Durables - 7.33
Healthcare Services - 3.22
Capital Markets - 4.95

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