Kotak ELSS Tax Saver Fund vs NIPPON INDIA ELSS TAX SAVER FUND compare

Kotak ELSS Tax Saver Fund-Scheme-Growth

NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

Overview

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
Fund	Kotak ELSS Tax Saver Fund-Scheme-Growth	NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹6101 Cr	₹15921 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	01 Nov 2005	05 Sep 2005
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	14.27%	23%
Expense Ratio	1.75	1.7
Manager	Harsha Upadhyaya	Ashutosh Bhargava
ISIN Code	INF174K01369	INF204K01GK4
Exits Load	Nil/365	Nil/365

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
1 Month	-0.26%	5.5%
6 Month	19.47%	24.16%
1 Year	38.61%	40.45%
3 Year	20.45%	20.22%
5 Year	22.95%	21.8%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
6 Month	-	-
1 Year	20.07%	19.08%
3 Year	43.72%	43.68%
5 Year	82.74%	82.16%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
1 Year	23.54%	23.31%
3 Year	60.68%	61.08%
5 Year	88.7%	89.47%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
Standard Deviation	11.32%	12.81%
Sharp	1.23%	1.01%
Beta	0.82%	0.97%
Alpha	3.07%	2%

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Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
Name	Harsha Upadhyaya	Ashutosh Bhargava
Total AUM	₹139411 Cr	₹121448 Cr
Fund Manage	11	12
	Kotak ELSS Tax Saver Fund-Scheme-Growth	NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
Others	0.71	2.68
Large Cap	67.91	66.59
Mid Cap	18.12	14.8
Small Cap	13.21	15.93

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
Others	0.65	0.51
Telecom - Services	2.14	-
Petroleum Products	8.65	-
Finance	1.53	-
IT - Software	5.19	-
Pharmaceuticals & Biotechnology	4.08	-
Construction	7.45	5.63
Banks	21.71	-
Diversified FMCG	2.13	-
Non - Ferrous Metals	0.68	-
Cement & Cement Products	3.48	-
Ferrous Metals	3.39	-
Aerospace & Defense	1.73	-
Electrical Equipment	2.26	-
Industrial Products	3.01	-
Gas	2.82	-
Automobiles	3.28	-
Fertilizers & Agrochemicals	1.31	-
Consumer Durables	2.87	-
Textiles & Apparels	0.44	-
Auto Components	6.25	-
Chemicals & Petrochemicals	5.39	-
Entertainment	0.99	-
Power	4.78	-
Capital Markets	0.91	-
Industrial Manufacturing	1.68	-
Beverages	1.15	-
Communication	-	2.17
Energy	-	9.49
Materials	-	5.16
Technology	-	4.82
Financial	-	31.2
Healthcare	-	4.29
Services	-	7.92
Chemicals	-	2.52
Automobile	-	9.58
Metals & Mining	-	2.45
Insurance	-	2.92
Consumer Staples	-	5.99
Consumer Discretionary	-	1.31
Capital Goods	-	2.96
Diversified	-	1.08