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 Risk | Very High Risk |
Asset Size (Cr) | ₹374 Cr | ₹3876 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 | -4.5% | -10.77% |
6 Month | -15.28% | -14.06% |
1 Year | 2.6% | 9.22% |
3 Year | 16.17% | 19.28% |
5 Year | 14.59% | 17.59% |
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 | -17.13% | -15.14% |
3 Year | 15.22% | 20.04% |
5 Year | 15.81% | 20.88% |
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 | 21.48% | 16.36% |
3 Year | 18.31% | 15.34% |
5 Year | 17.85% | 13.44% |
Risk Management
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.905% | 17.012% |
Sharp | 0.774% | 0.847% |
Beta | 0.917% | 0.999% |
Alpha | 3.597% | 6.603% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 5.45 | 0.53 |
Large Cap | 50.01 | 29.31 |
Small Cap | 34.83 | 29.88 |
Mid Cap | 9.71 | 40.29 |
Sector Allocation
Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Others | 5.45 | 0.53 |
Telecom - Services | 2.47 | - |
Realty | 4 | 6.96 |
Electrical Equipment | 3.49 | 19.57 |
Food Products | 1.33 | - |
Industrial Manufacturing | 1.51 | 5.65 |
Construction | 3.23 | - |
Textiles & Apparels | 1.32 | - |
Banks | 15.29 | 5.32 |
IT - Software | 4.44 | 3.15 |
Paper, Forest & Jute Products | 3.86 | - |
IT - Services | 1.07 | - |
Pharmaceuticals & Biotechnology | 2.1 | 2.94 |
Insurance | 0.76 | - |
Automobiles | 3.48 | - |
Finance | 4.61 | 5.3 |
Diversified FMCG | 3.15 | - |
Industrial Products | 8.38 | 4.24 |
Oil | 1.28 | - |
Ferrous Metals | 1.18 | - |
Power | 6 | - |
Chemicals & Petrochemicals | 2.3 | 4.32 |
Transport Services | 4.51 | - |
Engineering Services | 1.12 | - |
Household Products | 0.53 | - |
Commercial Services & Supplies | 3.35 | - |
Retailing | 9.26 | 13.79 |
Auto Components | 0.53 | 2.66 |
Aerospace & Defense | - | 7.24 |
Consumer Durables | - | 8.81 |
Healthcare Services | - | 2.7 |
Capital Markets | - | 6.83 |
Top Comparisons
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
3Y Returns19.82%
Motilal Oswal Nifty 500 Index Fund - Regular Plan
3Y Returns12.25%
Kotak Equity Opportunities Fund - Growth
3Y Returns16.22%
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns13.22%
Invesco India Midcap Fund - Growth Option
3Y Returns21.08%
UTI Mid Cap Fund-Growth Option
3Y Returns13.71%
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
3Y Returns15.6%
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns8.86%