Kotak ELSS Tax Saver Fund vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare

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Kotak ELSS Tax Saver Fund-Scheme-Growth

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Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹6516 Cr	₹4444 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

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
1 Month	-1.32%	-5.13%
6 Month	2.98%	-0.54%
1 Year	-0.33%	-10.5%
3 Year	14.53%	21.57%
5 Year	17.03%	20.22%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
6 Month	-0.28%	-4.65%
1 Year	7.38%	0.71%
3 Year	11.53%	15.8%
5 Year	13.87%	18.35%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
1 Year	11.96%	13.86%
3 Year	13.68%	16.74%
5 Year	13.59%	15.43%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Standard Deviation	12.63%	18.95%
Sharp	0.66%	0.85%
Beta	0.92%	1.19%
Alpha	0.40%	5.73%

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

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Others	6.67	19.24
Large Cap	70.66	9.39
Mid Cap	15.75	40.6
Small Cap	6.92	30.77

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Others	1.46	1.63
Communication Services	4.4	0.38
Energy	6.81	-
Financial Services	30.53	23.59
Technology	9.85	16.32
Consumer Cyclical	11.78	17.27
Healthcare	5.22	2.75
Consumer Defensive	6.27	1.96
Industrials	10.36	24.8
Basic Materials	9.69	7.23
Utilities	3.62	-
Real Estate	-	4.07