Edelweiss ELSS Tax saver Fund 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 Edelweiss ELSS Tax saver Fund - 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 Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Fund Kotak ELSS Tax Saver Fund-Scheme-Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6299 Cr ₹381 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 01 Nov 2005 30 Dec 2008
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 14.27% 57%
Expense Ratio 1.74 2.34
Manager Harsha Upadhyaya Trideep Bhattacharya
ISIN Code INF174K01369 INF754K01517
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Month -3.03% -3.75%
6 Month 9.93% 14.38%
1 Year 33.45% 33.74%
3 Year 15.82% 13.96%
5 Year 20.38% 17.97%

SIP Return Analysis

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
6 Month - -
1 Year 19.54% 20.92%
3 Year 22.81% 21.99%
5 Year 22.75% 20.91%

Rolling Lumpsum Returns

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Year 12.82% 12.22%
3 Year 12.81% 13.42%
5 Year 12.93% 13.31%

Risk Management

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Standard Deviation 11.32% 12.15%
Sharp 1.09% 0.86%
Beta 0.84% 0.94%
Alpha 3.44% 0.46%

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Fund Managers

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Name Harsha Upadhyaya Trideep Bhattacharya
Total AUM ₹139411 Cr ₹0 Cr
Fund Manage 11 9
Kotak ELSS Tax Saver Fund-Scheme-Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

Others 0.71 4.99
Large Cap 67.91 68.97
Mid Cap 18.12 14.77
Small Cap 13.21 11.27

Sector Allocation

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

Others 0.65 1.37
Telecom - Services 2.14 -
Petroleum Products 8.65 -
Finance 1.53 -
IT - Software 5.19 -
Pharmaceuticals & Biotechnology 4.08 -
Construction 7.45 7.74
Banks 21.71 -
Diversified FMCG 2.13 -
Non - Ferrous Metals 0.68 -
Cement & Cement Products 3.48 -
Ferrous Metals 3.39 -
Aerospace & Defense 1.73 -
Electrical Equipment 2.26 -
Industrial Products 3.01 -
Gas 2.82 -
Automobiles 3.28 -
Fertilizers & Agrochemicals 1.31 -
Consumer Durables 2.87 -
Textiles & Apparels 0.44 -
Auto Components 6.25 -
Chemicals & Petrochemicals 5.39 -
Entertainment 0.99 -
Power 4.78 -
Capital Markets 0.91 -
Industrial Manufacturing 1.68 -
Beverages 1.15 -
Energy - 6.54
Materials - 4.55
Technology - 9.02
Consumer Staples - 5.11
Financial - 29.19
Healthcare - 5.85
Metals & Mining - 2.49
Automobile - 9.34
Capital Goods - 8.99
Services - 5.03
Insurance - 0.64
Consumer Discretionary - 1.3
Communication - 2.41
Chemicals - 0.43

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