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) | ₹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 | 8.19% | 10.59% |
6 Month | -16.6% | -16.58% |
1 Year | 4.25% | 10.6% |
3 Year | 18.7% | 23% |
5 Year | 24.25% | 27.32% |
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 | -3.5% | -8.41% |
1 Year | -11.32% | -13.05% |
3 Year | 18.22% | 22.41% |
5 Year | 17.46% | 22.24% |
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 | 20.61% | 16.36% |
3 Year | 18.2% | 15.34% |
5 Year | 17.5% | 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% | 18.539% |
Sharp | 0.774% | 0.644% |
Beta | 0.917% | 1.067% |
Alpha | 3.597% | 5.026% |
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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 | 4.4 | 3.84 |
Large Cap | 41.83 | 26.25 |
Small Cap | 44.62 | 27.53 |
Mid Cap | 9.14 | 42.38 |
Sector Allocation
Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Others | 1.66 | 1.83 |
Communication Services | 2.67 | - |
Industrials | 20.77 | 30.18 |
Consumer Defensive | 3.66 | - |
Basic Materials | 10.08 | 6.36 |
Financial Services | 26.02 | 17.97 |
Consumer Cyclical | 11.66 | 22.76 |
Technology | 9.68 | 12.09 |
Healthcare | 2.53 | 2.01 |
Energy | 1 | - |
Real Estate | 4.73 | 6.8 |
Utilities | 5.53 | - |
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