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) | ₹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 | 2.09% | 2.08% |
| 6 Month | 6.16% | 13.61% |
| 1 Year | 1.46% | 0.22% |
| 3 Year | 15.4% | 24.61% |
| 5 Year | 20.43% | 25.63% |
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 | 0.25% | 0.17% |
| 1 Year | 6.74% | 9.63% |
| 3 Year | 11.91% | 20.71% |
| 5 Year | 14.07% | 20.74% |
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 | 12.65% | 18.83% |
| Sharp | 0.69% | 0.93% |
| Beta | 0.91% | 1.18% |
| Alpha | 0.07% | 6.33% |
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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