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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 | 7.1% | 7.35% |
| 6 Month | -8.84% | -4.72% |
| 1 Year | 4.86% | 16.09% |
| 3 Year | 13.79% | 17.66% |
| 5 Year | 23.52% | 26.88% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -4.86% | -2.1% |
| 1 Year | -15.01% | -5.86% |
| 3 Year | 11.38% | 17.95% |
| 5 Year | 15.02% | 19.06% |
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% | 0.71% |
| Beta | 0.925% | 0.96% |
| Alpha | 0.931% | 3.68% |
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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 | 6.31 |
| Large Cap | 67.49 | 62.45 |
| Mid Cap | 15.72 | 17.79 |
| Small Cap | 16.32 | 13.45 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.4 | 4.68 |
| Communication Services | 3.79 | 4.6 |
| Energy | 5.98 | 3.63 |
| Financial Services | 26.37 | 35.97 |
| Technology | 15.12 | 6.84 |
| Consumer Cyclical | 9.78 | 9.45 |
| Healthcare | 4.3 | 10.11 |
| Consumer Defensive | 4.93 | 5.04 |
| Industrials | 13.07 | 6.8 |
| Basic Materials | 9.32 | 9.1 |
| Utilities | 6.93 | 3.77 |
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