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

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tortoise-icon Kotak ELSS Tax Saver Fund-Scheme-Growth

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tortoise-icon 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) ₹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 3.53% 1.58%
6 Month -4.74% -11.76%
1 Year 2.77% 5.51%
3 Year 15.93% 22.68%
5 Year 23.16% 25.47%

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 0.66% -3.55%
1 Year -6.57% -11.25%
3 Year 14.84% 21.98%
5 Year 17.06% 21.73%

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 13.913% 18.539%
Sharp 0.496% 0.644%
Beta 0.925% 1.067%
Alpha 0.931% 5.026%

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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
Funds Managed 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 0.47 3.84
Large Cap 67.49 26.25
Mid Cap 15.72 42.38
Small Cap 16.32 27.53

Sector Allocation

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

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

Others 0.4 1.83
Communication Services 3.79 -
Energy 5.98 -
Financial Services 26.37 17.97
Technology 15.12 12.09
Consumer Cyclical 9.78 22.76
Healthcare 4.3 2.01
Consumer Defensive 4.93 -
Industrials 13.07 30.18
Basic Materials 9.32 6.36
Utilities 6.93 -
Real Estate - 6.8

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