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)	₹6493 Cr	₹4506 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	-4%	-3.02%
6 Month	4.68%	8.26%
1 Year	-1.06%	8.2%
3 Year	16.11%	25.48%
5 Year	21.03%	25.68%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
6 Month	4.76%	9.08%
1 Year	2.93%	6.1%
3 Year	13.88%	24.21%
5 Year	15.82%	22.82%

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	12.81%	18.64%
Sharp	0.82%	1.03%
Beta	0.92%	1.11%
Alpha	1.81%	8.92%

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	3.84	7.01
Large Cap	71.77	23.7
Mid Cap	16.66	37.89
Small Cap	7.73	31.4

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Others	0.26	0.81
Communication Services	4.66	0.61
Energy	6.66	-
Financial Services	30.17	20.78
Technology	10.65	10.72
Consumer Cyclical	9.37	18.73
Healthcare	4.37	3.27
Consumer Defensive	4.61	-
Industrials	13.24	35.64
Basic Materials	10.26	5.55
Utilities	5.77	-
Real Estate	-	3.88