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Motilal Oswal ELSS Tax Saver Fund (MOFLTE) vs Kotak ELSS Tax Saver Fund 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 0.02% -1.33%
6 Month 6.09% 13.15%
1 Year -0.98% -4.25%
3 Year 14.96% 23.44%
5 Year 19.39% 23.96%

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 2.22% 1.79%
1 Year 10.67% 12.74%
3 Year 13.21% 21.78%
5 Year 14.82% 21.38%

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 12.65% 18.83%
Sharp 0.69% 0.93%
Beta 0.91% 1.18%
Alpha 0.07% 6.33%

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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