Kotak ELSS Tax Saver Fund vs Parag Parikh Tax Saver Fund Regular compare

Overview

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Parag Parikh Tax Saver Fund Regular - Growth
Fund	Kotak ELSS Tax Saver Fund-Scheme-Growth	Parag Parikh Tax Saver Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹6148 Cr	₹4274 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹500	₹500
Launch Date	23 Nov 2005	24 Jul 2019
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	14.27%	%
Expense Ratio	1.76	1.72
Manager	Harsha Upadhyaya	Rajeev Thakkar
ISIN Code	INF174K01369	INF879O01092
Exits Load	Data not available./365	Data not available./365

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Parag Parikh Tax Saver Fund Regular - Growth
1 Month	2.13%	0.19%
6 Month	-0.62%	7.11%
1 Year	22.82%	19.38%
3 Year	17.81%	17.63%
5 Year	19.86%	23.06%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Parag Parikh Tax Saver Fund Regular - Growth
6 Month	-	-
1 Year	13.09%	14.41%
3 Year	21.82%	21.4%
5 Year	22.32%	23.1%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Parag Parikh Tax Saver Fund Regular - Growth
1 Year	12.82%	26.51%
3 Year	12.81%	22.63%
5 Year	12.93%	24.62%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Parag Parikh Tax Saver Fund Regular - Growth
Standard Deviation	11.32%	9.65%
Sharp	0.9%	1.4%
Beta	0.87%	0.66%
Alpha	2.43%	5.01%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Parag Parikh Tax Saver Fund Regular - Growth
Name	Harsha Upadhyaya	Rajeev Thakkar
Total AUM	₹139411 Cr	₹0 Cr
Fund Manage	11	5
	Kotak ELSS Tax Saver Fund-Scheme-Growth	Parag Parikh Tax Saver Fund Regular - Growth

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Parag Parikh Tax Saver Fund Regular - Growth
Others	1.47	17.59
Large Cap	67.31	64.26
Mid Cap	14.06	7.5
Small Cap	17.14	10.65

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Parag Parikh Tax Saver Fund Regular - Growth
Others	1.47	10.54
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	-
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	-
Financial	-	36.57
Technology	-	13.73
Healthcare	-	3.51
Services	-	2.08
Consumer Staples	-	6.76
Energy	-	7.26
Capital Goods	-	0.23
Automobile	-	11.08
Materials	-	6.44
Metals & Mining	-	1.8