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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) ₹6355 Cr ₹4402 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 -1.53% -4.45%
6 Month 13.86% 20.19%
1 Year -4.74% -4.77%
3 Year 15.38% 23.47%
5 Year 19.97% 23.88%

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 2.06% 1.86%
1 Year 3.61% 1.06%
3 Year 14.07% 22.51%
5 Year 15.93% 22.12%

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 12.35% 14.95%
3 Year 13.3% 16.05%
5 Year 13.28% 14.81%

Risk Management

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Standard Deviation 12.81% 18.64%
Sharp 0.82% 1.03%
Beta 0.92% 1.12%
Alpha 1.93% 8.82%

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 4.19 7.44
Large Cap 71.77 17.06
Mid Cap 16.29 41.11
Small Cap 7.75 34.39

Sector Allocation

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

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

Others 0.63 1.71
Communication Services 4.52 1.57
Energy 6.51 -
Financial Services 30.04 22.55
Technology 10.04 11.38
Consumer Cyclical 10.34 17.85
Healthcare 4.43 3.01
Consumer Defensive 4.75 -
Industrials 12.83 31.5
Basic Materials 10.18 5.89
Utilities 5.73 -
Real Estate - 4.55

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