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

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Kotak ELSS Tax Saver Fund-Scheme-Growth

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HDFC ELSS Tax saver Fund - Growth Plan

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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	HDFC ELSS Tax saver Fund - Growth Plan
Fund	Kotak ELSS Tax Saver Fund-Scheme-Growth	HDFC ELSS Tax saver Fund - Growth Plan
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹5893 Cr	₹15413 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	23 Nov 2005	02 Apr 1996
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	14.27%	36.4%
Expense Ratio	1.77	1.7
Manager	Harsha Upadhyaya	Dhruv Muchhal
ISIN Code	INF174K01369	INF179K01BB8
Exits Load	Data not available./365	Data not available./365

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	HDFC ELSS Tax saver Fund - Growth Plan
1 Month	-5.14%	-1.05%
6 Month	-12.41%	-6.39%
1 Year	3.65%	9.44%
3 Year	13.63%	20.9%
5 Year	16.01%	19.97%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	HDFC ELSS Tax saver Fund - Growth Plan
6 Month	-	-
1 Year	-13.1%	-0.63%
3 Year	12.25%	20.67%
5 Year	16.33%	22.74%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	HDFC ELSS Tax saver Fund - Growth Plan
1 Year	13.07%	17.75%
3 Year	12.97%	15.14%
5 Year	13.04%	14.93%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	HDFC ELSS Tax saver Fund - Growth Plan
Standard Deviation	13.07%	12.292%
Sharp	0.645%	1.092%
Beta	0.901%	0.873%
Alpha	1.418%	6.589%

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Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	HDFC ELSS Tax saver Fund - Growth Plan
Name	Harsha Upadhyaya	Dhruv Muchhal
Total AUM	₹139411 Cr	₹520687 Cr
Fund Manage	11	40
	Kotak ELSS Tax Saver Fund-Scheme-Growth	HDFC ELSS Tax saver Fund - Growth Plan

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	HDFC ELSS Tax saver Fund - Growth Plan
Others	1.47	7.59
Large Cap	67.31	77.22
Mid Cap	14.06	5.65
Small Cap	17.14	9.54

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	HDFC ELSS Tax saver Fund - Growth Plan
Others	1.47	7.59
Telecom - Services	2.7	5.35
Petroleum Products	6.29	0.17
Finance	1.91	-
IT - Software	12.21	8.25
Pharmaceuticals & Biotechnology	4.34	7.45
Personal Products	1.67	-
Construction	7.51	1.02
Banks	19.62	36.8
Diversified FMCG	2.16	-
Non - Ferrous Metals	0.67	-
Cement & Cement Products	3.04	1.56
Aerospace & Defense	1.28	1.47
Electrical Equipment	1.05	-
Industrial Products	0.93	-
Gas	2.8	-
Automobiles	2.03	8.99
Fertilizers & Agrochemicals	1.56	0.18
Consumer Durables	1.61	1.95
Textiles & Apparels	0.46	-
Auto Components	3.5	0.15
Chemicals & Petrochemicals	4.8	-
Entertainment	0.98	0.31
Power	4.94	1.31
Ferrous Metals	1.5	1.12
Retailing	1.81	0.84
Capital Markets	4.01	-
Industrial Manufacturing	2.13	-
Beverages	1	1
Agricultural, Commercial & Construction Vehicles	-	1.18
Healthcare Services	-	4.39
Insurance	-	5.76
IT - Services	-	0.55
Transport Services	-	0.22
Oil	-	0.42
Realty	-	1.44
Commercial Services & Supplies	-	0.53