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	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

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Month	3.86%	2.93%
6 Month	-4.53%	-4.82%
1 Year	1.97%	5.91%
3 Year	16.07%	15.07%
5 Year	23.1%	20.98%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
6 Month	1.32%	0.42%
1 Year	-4.91%	-4.28%
3 Year	14.61%	14.51%
5 Year	16.79%	15.49%

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	13.913%	13.32%
Sharp	0.496%	0.526%
Beta	0.925%	0.938%
Alpha	0.931%	-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
Funds Managed	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	0.47	4.15
Large Cap	67.49	63.86
Mid Cap	15.72	18.34
Small Cap	16.32	13.66

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