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

Kotak ELSS Tax Saver Fund-Scheme-Growth

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

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)	₹6101 Cr	₹3710 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	01 Nov 2005	05 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	1.75	1.84
Manager	Harsha Upadhyaya	Rakesh Shetty
ISIN Code	INF174K01369	INF247L01544
Exits Load	Nil/365	Nil/365

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
1 Month	-0.26%	6.73%
6 Month	19.47%	29.38%
1 Year	38.61%	63.68%
3 Year	20.45%	25.84%
5 Year	22.95%	25.84%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
6 Month	-	-
1 Year	20.07%	24.74%
3 Year	43.72%	56.99%
5 Year	82.74%	96.29%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
1 Year	23.54%	25.72%
3 Year	60.68%	70.31%
5 Year	88.7%	108.16%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Standard Deviation	11.32%	13.65%
Sharp	1.23%	1.24%
Beta	0.82%	0.95%
Alpha	3.07%	4.45%

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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
Fund Manage	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	0.71	3.33
Large Cap	67.91	35.29
Mid Cap	18.12	39.8
Small Cap	13.21	21.58

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Others	0.65	3.33
Telecom - Services	2.14	2.31
Petroleum Products	8.65	-
Finance	1.53	7.03
IT - Software	5.19	2.77
Pharmaceuticals & Biotechnology	4.08	2.37
Construction	7.45	-
Banks	21.71	8.53
Diversified FMCG	2.13	-
Non - Ferrous Metals	0.68	-
Cement & Cement Products	3.48	-
Ferrous Metals	3.39	-
Aerospace & Defense	1.73	9.29
Electrical Equipment	2.26	15.32
Industrial Products	3.01	-
Gas	2.82	-
Automobiles	3.28	-
Fertilizers & Agrochemicals	1.31	-
Consumer Durables	2.87	7.33
Textiles & Apparels	0.44	-
Auto Components	6.25	2.39
Chemicals & Petrochemicals	5.39	2.73
Entertainment	0.99	-
Power	4.78	-
Capital Markets	0.91	4.95
Industrial Manufacturing	1.68	5.82
Beverages	1.15	-
Realty	-	8.41
Healthcare Services	-	3.22
Retailing	-	14.2