Kotak ELSS Tax Saver Fund vs Tata ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
Tata ELSS Tax Saver Fund-Growth-Regular Plan
Chart Comparison
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Fund | Kotak ELSS Tax Saver Fund-Scheme-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6101 Cr | ₹4552 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 01 Nov 2005 | 13 Oct 2014 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 14.27% | 20% |
Expense Ratio | 1.75 | 1.81 |
Manager | Harsha Upadhyaya | Sailesh Jain |
ISIN Code | INF174K01369 | INF277K01I52 |
Exits Load | Nil/365 | Nil/365 |
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
1 Month | -0.26% | 2.55% |
6 Month | 19.47% | 20.97% |
1 Year | 38.61% | 36.67% |
3 Year | 20.45% | 19.99% |
5 Year | 22.95% | 20.85% |
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
6 Month | - | - |
1 Year | 20.07% | 14.48% |
3 Year | 43.72% | 34.65% |
5 Year | 82.74% | 67.29% |
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
1 Year | 23.54% | 21% |
3 Year | 60.68% | 53.22% |
5 Year | 88.7% | 76.33% |
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Standard Deviation | 11.32% | 12.5% |
Sharp | 1.23% | 1.01% |
Beta | 0.82% | 0.96% |
Alpha | 3.07% | 0.31% |
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Get Free Experts GuidanceScheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Name | Harsha Upadhyaya | Sailesh Jain |
Total AUM | ₹139411 Cr | ₹17041 Cr |
Fund Manage | 11 | 7 |
Kotak ELSS Tax Saver Fund-Scheme-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Large Cap | 67.91 | 59.14 |
Mid Cap | 18.12 | 13.56 |
Small Cap | 13.21 | 24.53 |
Others | 0.71 | 2.77 |
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Banks | 21.71 | - |
Petroleum Products | 8.65 | - |
Construction | 7.45 | 6.73 |
Power | 4.78 | - |
IT - Software | 5.19 | - |
Auto Components | 6.25 | - |
Chemicals & Petrochemicals | 5.39 | - |
Ferrous Metals | 3.39 | - |
Automobiles | 3.28 | - |
Gas | 2.82 | - |
Diversified FMCG | 2.13 | - |
Pharmaceuticals & Biotechnology | 4.08 | - |
Cement & Cement Products | 3.48 | - |
Aerospace & Defense | 1.73 | - |
Telecom - Services | 2.14 | - |
Consumer Durables | 2.87 | - |
Fertilizers & Agrochemicals | 1.31 | - |
Industrial Manufacturing | 1.68 | - |
Electrical Equipment | 2.26 | - |
Beverages | 1.15 | - |
Industrial Products | 3.01 | - |
Entertainment | 0.99 | - |
Capital Markets | 0.91 | - |
Finance | 1.53 | - |
Non - Ferrous Metals | 0.68 | - |
Others | 0.65 | 2.54 |
Textiles & Apparels | 0.44 | - |
Financial | - | 28.11 |
Energy | - | 8.18 |
Technology | - | 7.33 |
Communication | - | 3.3 |
Automobile | - | 10.21 |
Capital Goods | - | 7.31 |
Consumer Staples | - | 2.74 |
Healthcare | - | 4.5 |
Materials | - | 5.07 |
Consumer Discretionary | - | 1.59 |
Metals & Mining | - | 2.8 |
Insurance | - | 2.4 |
Services | - | 5.23 |
Chemicals | - | 1.96 |
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