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) | ₹6278 Cr | ₹4377 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 | 0.32% | -0.61% |
6 Month | 8.48% | 16.08% |
1 Year | -1.11% | -3.19% |
3 Year | 16.9% | 26.57% |
5 Year | 20.49% | 26.06% |
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 | 1.92% | 2.78% |
1 Year | 10.25% | 14.21% |
3 Year | 13.71% | 22.98% |
5 Year | 15.29% | 22.19% |
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 | 12.21% | 14.55% |
3 Year | 13.41% | 16.29% |
5 Year | 13.38% | 15% |
Risk Management
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.76% | 18.88% |
Sharp | 0.72% | 0.95% |
Beta | 0.94% | 1.16% |
Alpha | 0.99% | 7.72% |
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 | 6.25 | 7.68 |
Large Cap | 69.53 | 15.36 |
Mid Cap | 16.46 | 44.91 |
Small Cap | 7.76 | 32.04 |
Sector Allocation
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Others | 2.96 | 4.33 |
Communication Services | 4.29 | 1.94 |
Energy | 6.77 | - |
Financial Services | 30.3 | 15.97 |
Technology | 10.04 | 17.92 |
Consumer Cyclical | 11.2 | 18.61 |
Healthcare | 4.61 | 3.35 |
Consumer Defensive | 5.01 | 0.78 |
Industrials | 10.97 | 27.65 |
Basic Materials | 9.77 | 5.74 |
Utilities | 4.1 | - |
Real Estate | - | 3.72 |
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