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) | ₹6201 Cr | ₹4223 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 | 3.08% | 6.45% |
6 Month | 15.81% | 26.09% |
1 Year | -3.77% | -2.08% |
3 Year | 16.19% | 25.79% |
5 Year | 20.63% | 26.22% |
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 | 3.22% | 5.61% |
1 Year | 8.3% | 11.66% |
3 Year | 14.04% | 23.63% |
5 Year | 15.5% | 22.38% |
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 | 12.90% | 18.99% |
Sharp | 0.64% | 0.86% |
Beta | 0.92% | 1.15% |
Alpha | 1.52% | 8.02% |
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 | 4.81 | 5.11 |
Large Cap | 72.37 | 14.9 |
Mid Cap | 15.77 | 44.66 |
Small Cap | 7.05 | 35.33 |
Sector Allocation
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Others | 1.12 | 1.75 |
Communication Services | 4.38 | 1.59 |
Energy | 6.23 | - |
Financial Services | 29.67 | 18.72 |
Technology | 10.25 | 13.51 |
Consumer Cyclical | 10.84 | 18.07 |
Healthcare | 4.31 | 3.36 |
Consumer Defensive | 4.84 | 1.34 |
Industrials | 12.79 | 31.75 |
Basic Materials | 9.87 | 5.57 |
Utilities | 5.69 | - |
Real Estate | - | 4.35 |
Top Comparisons
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth
3Y Returns7.45%
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns7.14%
HDFC Floating Rate Debt Fund - Growth Option
3Y Returns7.84%
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
3Y Returns7.63%
ITI Multi Cap Fund Regular - Growth
3Y Returns19.61%
Invesco India Multicap Fund - Growth Option
3Y Returns18.77%
Franklin India Small Cap Fund-Growth
3Y Returns22.13%
Sundaram Small Cap Fund Regular Plan - Growth
3Y Returns20.44%