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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) ₹6278 Cr ₹4377 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 0.32% -0.61%
6 Month 8.48% 16.08%
1 Year -1.11% -3.19%
3 Year 16.9% 26.57%
5 Year 20.49% 26.06%

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 1.92% 2.78%
1 Year 10.25% 14.21%
3 Year 13.71% 22.98%
5 Year 15.29% 22.19%

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 12.21% 14.55%
3 Year 13.41% 16.29%
5 Year 13.38% 15%

Risk Management

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Standard Deviation 12.76% 18.88%
Sharp 0.72% 0.95%
Beta 0.94% 1.16%
Alpha 0.99% 7.72%

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 6.25 7.68
Large Cap 69.53 15.36
Mid Cap 16.46 44.91
Small Cap 7.76 32.04

Sector Allocation

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

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

Others 2.96 4.33
Communication Services 4.29 1.94
Energy 6.77 -
Financial Services 30.3 15.97
Technology 10.04 17.92
Consumer Cyclical 11.2 18.61
Healthcare 4.61 3.35
Consumer Defensive 5.01 0.78
Industrials 10.97 27.65
Basic Materials 9.77 5.74
Utilities 4.1 -
Real Estate - 3.72

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