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Compare Kotak ELSS Tax Saver Fund vs Motilal Oswal ELSS Tax Saver Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 4.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 1.75 | 1.82 |
NAV | ₹118.16 | ₹53.01 |
Fund Started | 29 Sep 2005 | 26 Dec 2014 |
Fund Size | ₹6492.65 Cr | ₹4505.81 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
3.0
4.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.75
1.82
NAV
₹118.16
₹53.01
Fund Started
29 Sep 2005
26 Dec 2014
Fund Size
₹6492.65 Cr
₹4505.81 Cr
Exit Load
-
-
Returns
1 Year | -0.48% | 7.54% |
3 Year | 20.62% | 30.11% |
5 Year | 22.88% | 26.92% |
1 Year
-0.48%
7.54%
3 Year
20.62%
30.11%
5 Year
22.88%
26.92%
Holding Analysis
Equity | 98.55% | 98.82% |
Cash | 1.45% | 1.18% |
Equity
98.55%
98.82%
Cash
1.45%
1.18%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 9.31% |
ICICI Bank Ltd. | 6.00% |
Infosys Ltd. | 3.99% |
Bharti Airtel Ltd. | 3.67% |
State Bank of India | 3.50% |
Tech Mahindra Ltd. | 3.39% |
Axis Bank Ltd. | 3.33% |
Larsen & Toubro Ltd. | 2.93% |
NTPC Ltd. | 2.66% |
Hindustan Petroleum Corporation Ltd. | 2.46% |
Name | Assets |
|---|---|
Trent Ltd. | 5.50% |
Eternal Ltd. | 5.42% |
Bharat Dynamics Ltd. | 4.88% |
Kaynes Technology India Ltd. | 4.08% |
Suzlon Energy Ltd. | 4.05% |
Inox Wind Ltd. | 3.66% |
Amber Enterprises India Ltd. | 3.58% |
Multi Commodity Exchange Of India Ltd. | 3.56% |
Prestige Estates Projects Ltd. | 3.55% |
Bharat Electronics Ltd. | 3.48% |
Fund Manager
Name | Harsha Upadhyaya | Ajay Khandelwal |
Start Date | 08 Sep 2021 | 16 Dec 2021 |
Name
Harsha Upadhyaya
Ajay Khandelwal
Start Date
08 Sep 2021
16 Dec 2021
About Fund
Description | The scheme aims to generate long-term capital appreciation from a diversified portfolio of equity and equity related securities and enable investors to avail the income tax rebate, as per the prevailing tax laws. | The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. |
Launch Date | 29 Sep 2005 | 26 Dec 2014 |
Description
The scheme aims to generate long-term capital appreciation from a diversified portfolio of equity and equity related securities and enable investors to avail the income tax rebate, as per the prevailing tax laws.
The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
Launch Date
29 Sep 2005
26 Dec 2014