LIC MF Tax Plan vs Kotak ELSS Tax Saver Fund compare

Kotak ELSS Tax Saver Fund-Scheme-Growth

Invest Now

LIC MF ELSS Regular Plan-Growth

Invest Now

LIC MF Tax Plan-Growth

Invest Now

Overview

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
Fund	Kotak ELSS Tax Saver Fund-Scheme-Growth	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
Investment Plan	Growth	Growth	Growth
Level of Risk	Very High	Very High	Very High
Asset Size (Cr)	₹6299 Cr	₹1153 Cr	₹1153 Cr
Min Investment	₹500	₹500	₹500
Min SIP Invesment	₹500	₹500	₹500
Min Addl Investment	₹500	₹500	₹500
Launch Date	01 Nov 2005	31 Mar 1997	31 Mar 1997
Category	ELSS	ELSS	ELSS
Fund Type	Open Ended	Open-ended	Open-Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	14.27%	%	84%
Expense Ratio	1.74	2.13	2.13
Manager	Harsha Upadhyaya	Karan Doshi	Karan Doshi
ISIN Code	INF174K01369	INF767K01956	INF767K01956
Exits Load	Nil/365	Nil/365	Nil/365

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
1 Month	-5.89%	2.25%	2.25%
6 Month	7.53%	24.02%	24.02%
1 Year	35.96%	37.93%	37.93%
3 Year	17.58%	18.17%	18.17%
5 Year	20.51%	19.25%	19.25%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
6 Month	-	-	-
1 Year	20.07%	15.28%	15.28%
3 Year	43.72%	33.14%	33.14%
5 Year	82.74%	60.38%	60.38%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
1 Year	12.84%	12.28%	12.28%
3 Year	12.9%	12.91%	12.91%
5 Year	12.97%	11.71%	11.71%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
Standard Deviation	11.32%	12.19%	12.19%
Sharp	1.09%	0.93%	0.93%
Beta	0.84%	0.88%	0.88%
Alpha	3.44%	0.01%	0.01%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
Name	Harsha Upadhyaya	Karan Doshi	Karan Doshi
Total AUM	₹139411 Cr	₹2592 Cr	₹2592 Cr
Fund Manage	11	5	5
	Kotak ELSS Tax Saver Fund-Scheme-Growth	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
Others	0.71	2.84	-
Large Cap	67.91	61.73	-
Mid Cap	18.12	18.2	-
Small Cap	13.21	17.23	-

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	LIC MF ELSS Regular Plan-Growth	LIC MF Tax Plan-Growth
Others	0.65	1.7	-
Telecom - Services	2.14	-	-
Petroleum Products	8.65	-	-
Finance	1.53	-	-
IT - Software	5.19	-	-
Pharmaceuticals & Biotechnology	4.08	-	-
Construction	7.45	3.18	-
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	-	-
Energy	-	2.07	-
Technology	-	8.75	-
Automobile	-	9.73	-
Healthcare	-	3.07	-
Consumer Staples	-	7.91	-
Financial	-	28.72	-
Materials	-	2.69	-
Chemicals	-	3.61	-
Services	-	8.55	-
Capital Goods	-	10.82	-
Metals & Mining	-	1.58	-
Consumer Discretionary	-	5.99	-
Diversified	-	1.63	-