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

Link copied to clipboard!

Kotak ELSS Tax Saver Fund-Scheme-Growth

Invest Now

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

Invest Now

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)	₹6201 Cr	₹4223 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	2.07%	4.79%
6 Month	15.3%	24.52%
1 Year	-3.74%	-3.42%
3 Year	15%	24.25%
5 Year	20.67%	25.82%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
6 Month	3.22%	5.61%
1 Year	8.3%	11.66%
3 Year	14.04%	23.63%
5 Year	15.5%	22.38%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
1 Year	12.35%	14.95%
3 Year	13.3%	16.05%
5 Year	13.28%	14.81%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Standard Deviation	12.90%	18.99%
Sharp	0.64%	0.86%
Beta	0.92%	1.15%
Alpha	1.52%	8.02%

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	4.19	5.11
Large Cap	71.77	14.9
Mid Cap	16.29	44.66
Small Cap	7.75	35.33

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Others	0.63	1.75
Communication Services	4.52	1.59
Energy	6.51	-
Financial Services	30.04	18.72
Technology	10.04	13.51
Consumer Cyclical	10.34	18.07
Healthcare	4.43	3.36
Consumer Defensive	4.75	1.34
Industrials	12.83	31.75
Basic Materials	10.18	5.57
Utilities	5.73	-
Real Estate	-	4.35