Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak ELSS Tax Saver Fund vs DSP ELSS Tax Saver Fund compare

Link copied to clipboard!

tortoise-icon Kotak ELSS Tax Saver Fund-Scheme-Growth

Invest Now

tortoise-icon DSP ELSS Tax Saver Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Risk Very High Risk
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 -5.14% -2.77%
6 Month -12.41% -9.14%
1 Year 3.65% 10.32%
3 Year 13.63% 16.62%
5 Year 16.01% 19%

SIP Return Analysis

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth DSP ELSS Tax Saver Fund - Regular Plan - Growth
6 Month - -
1 Year -13.55% -3.35%
3 Year 12.25% 18.41%
5 Year 16.6% 20.45%

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 13.07% 12.57%
Sharp 0.645% 0.7%
Beta 0.901% 0.97%
Alpha 1.418% 2.25%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 1.47 2.94
Large Cap 67.31 63.65
Mid Cap 14.06 18.3
Small Cap 17.14 15.11

Sector Allocation

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

DSP ELSS Tax Saver Fund - Regular Plan - Growth

Others 1.47 2.94
Telecom - Services 2.7 3.74
Petroleum Products 6.29 2.62
Finance 1.91 6.7
IT - Software 12.21 7.81
Pharmaceuticals & Biotechnology 4.34 8.21
Personal Products 1.67 1.66
Construction 7.51 4.72
Banks 19.62 28.44
Diversified FMCG 2.16 3.52
Non - Ferrous Metals 0.67 1.26
Cement & Cement Products 3.04 1.81
Aerospace & Defense 1.28 -
Electrical Equipment 1.05 -
Industrial Products 0.93 1.04
Gas 2.8 1.79
Automobiles 2.03 3.19
Fertilizers & Agrochemicals 1.56 0.95
Consumer Durables 1.61 3.35
Textiles & Apparels 0.46 1.05
Auto Components 3.5 4.24
Chemicals & Petrochemicals 4.8 2.23
Entertainment 0.98 -
Power 4.94 2.16
Ferrous Metals 1.5 0.73
Retailing 1.81 -
Capital Markets 4.01 -
Industrial Manufacturing 2.13 -
Beverages 1 -
Healthcare Services - 0.64
Transport Services - 0.75
Insurance - 2.44
Diversified - 0.76
Oil - 1.25

Top Comparisons

Nippon India Value Fund- Growth Plan Nippon India Value Fund- Growth Plan

3Y Returns19.47%

VS

Tata Equity PE Fund Regular Plan -(Growth Option) Tata Equity PE Fund Regular Plan -(Growth Option)

3Y Returns17.73%

Compare Now

BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH

3Y Returns0%

VS

LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Debt Fund-Growth

3Y Returns5.93%

Compare Now

Nippon India Pharma Fund-Growth Plan-Growth Option Nippon India Pharma Fund-Growth Plan-Growth Option

3Y Returns18.71%

VS

UTI Healthcare Fund - Regular Plan - Growth Option UTI Healthcare Fund - Regular Plan - Growth Option

3Y Returns19.5%

Compare Now

Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

3Y Returns11.68%

VS

Bandhan ELSS Tax saver Fund - Regular Plan - Growth Bandhan ELSS Tax saver Fund - Regular Plan - Growth

3Y Returns13.22%

Compare Now
Add to Cart Successfully