DSP ELSS Tax Saver Fund vs Kotak ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
DSP ELSS Tax Saver Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak ELSS Tax Saver Fund-Scheme-Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5893 Cr | ₹15985 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 23 Nov 2005 | 18 Jan 2007 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 14.27% | 35% |
Expense Ratio | 1.77 | 1.64 |
Manager | Harsha Upadhyaya | Rohit Singhania |
ISIN Code | INF174K01369 | INF740K01185 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Month | 7.51% | 8.02% |
6 Month | -13.94% | -9.74% |
1 Year | 4.6% | 16.63% |
3 Year | 14.41% | 18.48% |
5 Year | 25.43% | 28.93% |
SIP Return Analysis
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
6 Month | -6.28% | -2.2% |
1 Year | -12.87% | -2.34% |
3 Year | 13.41% | 20.23% |
5 Year | 16.65% | 20.81% |
Rolling Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Year | 13.07% | 14.52% |
3 Year | 12.97% | 16.2% |
5 Year | 13.04% | 15.57% |
Risk Management
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.913% | 12.57% |
Sharp | 0.496% | 0.69% |
Beta | 0.925% | 0.95% |
Alpha | 0.931% | 3.25% |
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Fund Managers
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Name | Harsha Upadhyaya | Rohit Singhania |
Total AUM | ₹139411 Cr | ₹46862 Cr |
Funds Managed | 11 | 7 |
Kotak ELSS Tax Saver Fund-Scheme-Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 0.47 | 4.13 |
Large Cap | 67.49 | 64.92 |
Mid Cap | 15.72 | 16.71 |
Small Cap | 16.32 | 14.24 |
Sector Allocation
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 0.4 | 2.93 |
Communication Services | 3.79 | 4.54 |
Energy | 5.98 | 3.79 |
Financial Services | 26.37 | 36.23 |
Technology | 15.12 | 7.93 |
Consumer Cyclical | 9.78 | 9.91 |
Healthcare | 4.3 | 9.31 |
Consumer Defensive | 4.93 | 5.18 |
Industrials | 13.07 | 7.29 |
Basic Materials | 9.32 | 8.86 |
Utilities | 6.93 | 4.03 |
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