360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular vs Kotak ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
Fund | Kotak ELSS Tax Saver Fund-Scheme-Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5893 Cr | ₹77 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 23 Nov 2005 | 28 Dec 2022 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 50 TRI |
Turn Over | 14.27% | % |
Expense Ratio | 1.77 | 0.52 |
Manager | Harsha Upadhyaya | Parijat Garg |
ISIN Code | INF174K01369 | INF579M01AL6 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
1 Month | -3.87% | -2.57% |
6 Month | -15.99% | -11.24% |
1 Year | -0.03% | 1.37% |
3 Year | 13.87% | - |
5 Year | 20.76% | - |
SIP Return Analysis
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
6 Month | -11.12% | -6.49% |
1 Year | -20.5% | -10.49% |
3 Year | 9.98% | - |
5 Year | 14.77% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
1 Year | 13.07% | 25.27% |
3 Year | 12.97% | - |
5 Year | 13.04% | - |
Risk Management
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
Standard Deviation | 13.913% | - |
Sharp | 0.496% | - |
Beta | 0.925% | - |
Alpha | 0.931% | - |
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Fund Managers
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
Name | Harsha Upadhyaya | Parijat Garg |
Total AUM | ₹139411 Cr | ₹151 Cr |
Funds Managed | 11 | 2 |
Kotak ELSS Tax Saver Fund-Scheme-Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
Market Cap
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
Others | 0.47 | 1.36 |
Large Cap | 67.49 | 97.37 |
Mid Cap | 15.72 | 1.27 |
Small Cap | 16.32 | - |
Sector Allocation
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
Others | 0.4 | 0.5 |
Communication Services | 3.79 | 4.23 |
Energy | 5.98 | 10.88 |
Financial Services | 26.37 | 36.35 |
Technology | 15.12 | 13.08 |
Consumer Cyclical | 9.78 | 9.55 |
Healthcare | 4.3 | 3.8 |
Consumer Defensive | 4.93 | 7.6 |
Industrials | 13.07 | 5.41 |
Basic Materials | 9.32 | 5.99 |
Utilities | 6.93 | 2.62 |
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