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)	₹6449 Cr	₹4515 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	0.36%	-3.37%
6 Month	3.35%	-2.63%
1 Year	-0.59%	-8.47%
3 Year	14.54%	21.46%
5 Year	17.73%	21.13%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
6 Month	2.51%	-0.3%
1 Year	12.33%	9.76%
3 Year	13.23%	19.34%
5 Year	14.84%	20.15%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
1 Year	12.01%	13.98%
3 Year	13.64%	16.67%
5 Year	13.56%	15.36%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Standard Deviation	11.32%	18.83%
Sharp	0.75%	0.93%
Beta	0.91%	1.18%
Alpha	-0.23%	6.33%

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	1.95	10.79
Large Cap	69.71	14.89
Mid Cap	19.59	42.37
Small Cap	8.75	31.95

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Others	2.58	3.36
Telecom - Services	3.85	-
Petroleum Products	6.87	-
Finance	5.16	-
IT - Software	8.36	-
Retailing	3.68	-
Pharmaceuticals & Biotechnology	4.85	-
Personal Products	1.44	-
Construction	5	-
Banks	24.75	-
Cement & Cement Products	2.75	-
Aerospace & Defense	1.06	-
Consumer Durables	1.29	-
Automobiles	4.47	-
Electrical Equipment	0.69	-
Industrial Products	0.58	-
Fertilizers & Agrochemicals	1.56	-
Food Products	2.49	-
Textiles & Apparels	0.42	-
Auto Components	2.31	-
Chemicals & Petrochemicals	4.06	-
Entertainment	0.52	-
Capital Markets	0.57	-
Transport Services	1.96	-
Power	3.83	-
Ferrous Metals	1.65	-
Industrial Manufacturing	2.31	-
Beverages	0.94	-
Communication Services	-	1.87
Healthcare	-	3.27
Industrials	-	28.02
Basic Materials	-	7.64
Technology	-	17.86
Consumer Cyclical	-	19.57
Financial Services	-	14.25
Real Estate	-	4.16
Consumer Defensive	-	0