Motilal Oswal ELSS Tax Saver Fund (MOFLTE) vs Kotak ELSS Tax Saver Fund 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) | ₹6355 Cr | ₹4402 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 | -1.53% | -4.45% |
6 Month | 13.86% | 20.19% |
1 Year | -4.74% | -4.77% |
3 Year | 15.38% | 23.47% |
5 Year | 19.97% | 23.88% |
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 | 2.06% | 1.86% |
1 Year | 3.61% | 1.06% |
3 Year | 14.07% | 22.51% |
5 Year | 15.93% | 22.12% |
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 | 12.35% | 14.95% |
3 Year | 13.3% | 16.05% |
5 Year | 13.28% | 14.81% |
Risk Management
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.81% | 18.64% |
Sharp | 0.82% | 1.03% |
Beta | 0.92% | 1.12% |
Alpha | 1.93% | 8.82% |
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 | 4.19 | 7.44 |
Large Cap | 71.77 | 17.06 |
Mid Cap | 16.29 | 41.11 |
Small Cap | 7.75 | 34.39 |
Sector Allocation
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Others | 0.63 | 1.71 |
Communication Services | 4.52 | 1.57 |
Energy | 6.51 | - |
Financial Services | 30.04 | 22.55 |
Technology | 10.04 | 11.38 |
Consumer Cyclical | 10.34 | 17.85 |
Healthcare | 4.43 | 3.01 |
Consumer Defensive | 4.75 | - |
Industrials | 12.83 | 31.5 |
Basic Materials | 10.18 | 5.89 |
Utilities | 5.73 | - |
Real Estate | - | 4.55 |
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