Kotak ELSS Tax Saver Fund vs Edelweiss ELSS Tax saver Fund compare

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Kotak ELSS Tax Saver Fund-Scheme-Growth

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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 Risk	Very High Risk
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

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Month	-5.14%	-4.16%
6 Month	-12.41%	-11.08%
1 Year	3.65%	5.6%
3 Year	13.63%	12.4%
5 Year	16.01%	14.36%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	-13.1%	-9.55%
3 Year	12.25%	12.65%
5 Year	16.33%	15.2%

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%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Standard Deviation	13.07%	13.32%
Sharp	0.645%	0.526%
Beta	0.901%	0.938%
Alpha	1.418%	-0.306%

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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

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Others	1.47	4.99
Large Cap	67.31	68.97
Mid Cap	14.06	14.77
Small Cap	17.14	11.27

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Others	1.47	1.37
Telecom - Services	2.7	-
Petroleum Products	6.29	-
Finance	1.91	-
IT - Software	12.21	-
Pharmaceuticals & Biotechnology	4.34	-
Personal Products	1.67	-
Construction	7.51	7.74
Banks	19.62	-
Diversified FMCG	2.16	-
Non - Ferrous Metals	0.67	-
Cement & Cement Products	3.04	-
Aerospace & Defense	1.28	-
Electrical Equipment	1.05	-
Industrial Products	0.93	-
Gas	2.8	-
Automobiles	2.03	-
Fertilizers & Agrochemicals	1.56	-
Consumer Durables	1.61	-
Textiles & Apparels	0.46	-
Auto Components	3.5	-
Chemicals & Petrochemicals	4.8	-
Entertainment	0.98	-
Power	4.94	-
Ferrous Metals	1.5	-
Retailing	1.81	-
Capital Markets	4.01	-
Industrial Manufacturing	2.13	-
Beverages	1	-
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