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)	₹6299 Cr	₹3731 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹500	₹500
Launch Date	01 Nov 2005	05 Jul 2019
Category	ELSS	ELSS
Fund Type	Open Ended	Open-ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	14.27%	%
Expense Ratio	1.74	1.71
Manager	Harsha Upadhyaya	Rajeev Thakkar
ISIN Code	INF174K01369	INF879O01092
Exits Load	Nil/365	Nil/365

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Parag Parikh Tax Saver Fund Regular - Growth
1 Month	-5.89%	1.82%
6 Month	7.53%	15.27%
1 Year	35.96%	37.41%
3 Year	17.58%	21.31%
5 Year	20.51%	24.85%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Parag Parikh Tax Saver Fund Regular - Growth
6 Month	-	-
1 Year	20.07%	13.16%
3 Year	43.72%	35.74%
5 Year	82.74%	78.64%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Parag Parikh Tax Saver Fund Regular - Growth
1 Year	12.84%	25.99%
3 Year	12.9%	22.66%
5 Year	12.97%	24.58%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Parag Parikh Tax Saver Fund Regular - Growth
Standard Deviation	11.32%	9.65%
Sharp	1.09%	1.4%
Beta	0.84%	0.66%
Alpha	3.44%	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	0.71	17.59
Large Cap	67.91	64.26
Mid Cap	18.12	7.5
Small Cap	13.21	10.65

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Parag Parikh Tax Saver Fund Regular - Growth
Others	0.65	10.54
Telecom - Services	2.14	-
Petroleum Products	8.65	-
Finance	1.53	-
IT - Software	5.19	-
Pharmaceuticals & Biotechnology	4.08	-
Construction	7.45	-
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	-
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