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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 Risk Very High Risk
Asset Size (Cr) ₹5893 Cr ₹3876 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 -5.14% -10.77%
6 Month -12.41% -14.06%
1 Year 3.65% 9.22%
3 Year 13.63% 19.28%
5 Year 16.01% 17.59%

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 -13.1% -15.14%
3 Year 12.25% 20.04%
5 Year 16.33% 20.88%

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 13.07% 16.36%
3 Year 12.97% 15.34%
5 Year 13.04% 13.44%

Risk Management

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Standard Deviation 13.07% 17.012%
Sharp 0.645% 0.847%
Beta 0.901% 0.999%
Alpha 1.418% 6.603%

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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 1.47 0.53
Large Cap 67.31 29.31
Mid Cap 14.06 40.29
Small Cap 17.14 29.88

Sector Allocation

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

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

Others 1.47 0.53
Telecom - Services 2.7 -
Petroleum Products 6.29 -
Finance 1.91 5.3
IT - Software 12.21 3.15
Pharmaceuticals & Biotechnology 4.34 2.94
Personal Products 1.67 -
Construction 7.51 -
Banks 19.62 5.32
Diversified FMCG 2.16 -
Non - Ferrous Metals 0.67 -
Cement & Cement Products 3.04 -
Aerospace & Defense 1.28 7.24
Electrical Equipment 1.05 19.57
Industrial Products 0.93 4.24
Gas 2.8 -
Automobiles 2.03 -
Fertilizers & Agrochemicals 1.56 -
Consumer Durables 1.61 8.81
Textiles & Apparels 0.46 -
Auto Components 3.5 2.66
Chemicals & Petrochemicals 4.8 4.32
Entertainment 0.98 -
Power 4.94 -
Ferrous Metals 1.5 -
Retailing 1.81 13.79
Capital Markets 4.01 6.83
Industrial Manufacturing 2.13 5.65
Beverages 1 -
Realty - 6.96
Healthcare Services - 2.7

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