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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) ₹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 7.34% 8.68%
6 Month -16.63% -17.99%
1 Year 2.24% 7.44%
3 Year 17.36% 20.76%
5 Year 24.5% 27.98%

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 -6.7% -11.57%
1 Year -14.9% -14.53%
3 Year 17.1% 21.87%
5 Year 16.86% 21.89%

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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