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Kotak ELSS Tax Saver Fund vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak ELSS Tax Saver Fund-Scheme-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) | ₹5893 Cr | ₹3876 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 23 Nov 2005 | 21 Jan 2015 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 14.27% | 70% |
| Expense Ratio | 1.77 | 1.82 |
| Manager | Harsha Upadhyaya | Rakesh Shetty |
| ISIN Code | INF174K01369 | INF247L01544 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.65% | 6.82% |
| 6 Month | -5.48% | -8.86% |
| 1 Year | -1.21% | 9.69% |
| 3 Year | 20.69% | 31.46% |
| 5 Year | 23.49% | 27.77% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 6.74% | 11.78% |
| 1 Year | 2.09% | 8.02% |
| 3 Year | 15.32% | 26.7% |
| 5 Year | 16.89% | 24.29% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.67% | 15.48% |
| 3 Year | 13.12% | 15.71% |
| 5 Year | 13.21% | 14.49% |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.913% | 18.539% |
| Sharp | 0.496% | 0.644% |
| Beta | 0.925% | 1.067% |
| Alpha | 0.931% | 5.026% |
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Fund Managers
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Name | Harsha Upadhyaya | Rakesh Shetty |
| Total AUM | ₹139411 Cr | ₹33886 Cr |
| Funds Managed | 11 | 19 |
| Kotak ELSS Tax Saver Fund-Scheme-Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.47 | 3.84 |
| Large Cap | 67.49 | 26.25 |
| Mid Cap | 15.72 | 42.38 |
| Small Cap | 16.32 | 27.53 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.4 | 1.83 |
| Communication Services | 3.79 | - |
| Energy | 5.98 | - |
| Financial Services | 26.37 | 17.97 |
| Technology | 15.12 | 12.09 |
| Consumer Cyclical | 9.78 | 22.76 |
| Healthcare | 4.3 | 2.01 |
| Consumer Defensive | 4.93 | - |
| Industrials | 13.07 | 30.18 |
| Basic Materials | 9.32 | 6.36 |
| Utilities | 6.93 | - |
| Real Estate | - | 6.8 |
Top Comparisons
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3Y Returns17.93%
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
3Y Returns5.04%
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3Y Returns23.84%
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3Y Returns7.4%
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3Y Returns18.91%
Motilal Oswal Large Cap Fund - Regular (G)
3Y Returns0%
