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 Risk | Very High Risk |
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 | -5.14% | -10.77% |
6 Month | -12.41% | -14.06% |
1 Year | 3.65% | 9.22% |
3 Year | 13.63% | 19.28% |
5 Year | 16.01% | 17.59% |
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 Year | -13.1% | -15.14% |
3 Year | 12.25% | 20.04% |
5 Year | 16.33% | 20.88% |
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 | 13.07% | 16.36% |
3 Year | 12.97% | 15.34% |
5 Year | 13.04% | 13.44% |
Risk Management
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.07% | 17.012% |
Sharp | 0.645% | 0.847% |
Beta | 0.901% | 0.999% |
Alpha | 1.418% | 6.603% |
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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 |
Fund Manage | 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 | 1.47 | 0.53 |
Large Cap | 67.31 | 29.31 |
Mid Cap | 14.06 | 40.29 |
Small Cap | 17.14 | 29.88 |
Sector Allocation
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Others | 1.47 | 0.53 |
Telecom - Services | 2.7 | - |
Petroleum Products | 6.29 | - |
Finance | 1.91 | 5.3 |
IT - Software | 12.21 | 3.15 |
Pharmaceuticals & Biotechnology | 4.34 | 2.94 |
Personal Products | 1.67 | - |
Construction | 7.51 | - |
Banks | 19.62 | 5.32 |
Diversified FMCG | 2.16 | - |
Non - Ferrous Metals | 0.67 | - |
Cement & Cement Products | 3.04 | - |
Aerospace & Defense | 1.28 | 7.24 |
Electrical Equipment | 1.05 | 19.57 |
Industrial Products | 0.93 | 4.24 |
Gas | 2.8 | - |
Automobiles | 2.03 | - |
Fertilizers & Agrochemicals | 1.56 | - |
Consumer Durables | 1.61 | 8.81 |
Textiles & Apparels | 0.46 | - |
Auto Components | 3.5 | 2.66 |
Chemicals & Petrochemicals | 4.8 | 4.32 |
Entertainment | 0.98 | - |
Power | 4.94 | - |
Ferrous Metals | 1.5 | - |
Retailing | 1.81 | 13.79 |
Capital Markets | 4.01 | 6.83 |
Industrial Manufacturing | 2.13 | 5.65 |
Beverages | 1 | - |
Realty | - | 6.96 |
Healthcare Services | - | 2.7 |
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