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Edelweiss ELSS Tax saver Fund vs Kotak ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹5893 Cr | ₹383 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 23 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 | 1.77 | 2.35 |
| Manager | Harsha Upadhyaya | Trideep Bhattacharya |
| ISIN Code | INF174K01369 | INF754K01517 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 4.06% | 2.93% |
| 6 Month | -6.9% | -7% |
| 1 Year | 6.63% | 9.84% |
| 3 Year | 14.95% | 14.09% |
| 5 Year | 24.68% | 22.65% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.8% | -1.36% |
| 1 Year | -7.97% | -6.63% |
| 3 Year | 14.3% | 14.25% |
| 5 Year | 16.85% | 15.52% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.07% | 12.53% |
| 3 Year | 12.97% | 13.51% |
| 5 Year | 13.04% | 13.44% |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.913% | 13.32% |
| Sharp | 0.496% | 0.526% |
| Beta | 0.925% | 0.938% |
| Alpha | 0.931% | -0.306% |
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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 |
| Funds Managed | 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 | 0.47 | 4.15 |
| Large Cap | 67.49 | 63.86 |
| Mid Cap | 15.72 | 18.34 |
| Small Cap | 16.32 | 13.66 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.4 | 3.06 |
| Communication Services | 3.79 | 3.11 |
| Energy | 5.98 | 6.33 |
| Financial Services | 26.37 | 33.47 |
| Technology | 15.12 | 12.37 |
| Consumer Cyclical | 9.78 | 9.54 |
| Healthcare | 4.3 | 8 |
| Consumer Defensive | 4.93 | 4.92 |
| Industrials | 13.07 | 11.24 |
| Basic Materials | 9.32 | 4.18 |
| Utilities | 6.93 | 2.22 |
| Real Estate | - | 1.56 |
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