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) ₹6299 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 1.74 1.84
Manager Harsha Upadhyaya Rakesh Shetty
ISIN Code INF174K01369 INF247L01544
Exits Load Nil/365 Nil/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 -5.47% -6.09%
6 Month 2.92% 14.56%
1 Year 28.76% 49.45%
3 Year 15.36% 23.14%
5 Year 19.59% 22.69%

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 Year 19.54% 39.38%
3 Year 22.81% 36.4%
5 Year 22.75% 29.92%

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 12.82% 15.51%
3 Year 12.81% 15.1%
5 Year 12.93% 12.78%

Risk Management

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 0.87% 1.24%
Beta 0.86% 0.95%
Alpha 2.94% 4.45%

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

Sector Allocation

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

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