LIC MF Tax Plan vs Kotak ELSS Tax Saver Fund compare

Kotak ELSS Tax Saver Fund-Scheme-Growth

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LIC MF ELSS Regular Plan-Growth

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LIC MF ELSS Tax Saver - Regular Plan - Growth

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Overview

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	LIC MF ELSS Regular Plan-Growth	LIC MF ELSS Tax Saver - Regular Plan - Growth
Fund	Kotak ELSS Tax Saver Fund-Scheme-Growth	LIC MF ELSS Regular Plan-Growth	LIC MF ELSS Tax Saver - Regular Plan - Growth
Investment Plan	Growth	Growth	Growth
Level of Risk	Very High	Very High	Very High
Asset Size (Cr)	₹6148 Cr	₹1140 Cr	₹1140 Cr
Min Investment	₹500	₹500	₹500
Min SIP Invesment	₹500	₹500	₹500
Min Addl Investment	₹500	₹500	₹500
Launch Date	23 Nov 2005	17 Apr 2000	17 Apr 2000
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	1.76	2.13	2.13
Manager	Harsha Upadhyaya	Karan Doshi	Karan Doshi
ISIN Code	INF174K01369	INF767K01956	INF767K01956
Exits Load	Data not available./365	Data not available./365	Data not available./365

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	LIC MF ELSS Regular Plan-Growth	LIC MF ELSS Tax Saver - Regular Plan - Growth
1 Month	2.13%	2.54%	2.54%
6 Month	-0.22%	5.37%	5.37%
1 Year	25.34%	21.9%	21.9%
3 Year	19.09%	15.63%	15.63%
5 Year	19.77%	15.67%	15.67%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	LIC MF ELSS Regular Plan-Growth	LIC MF ELSS Tax Saver - Regular Plan - Growth
6 Month	-	-	-
1 Year	13.09%	18.7%	18.7%
3 Year	21.82%	21.41%	21.41%
5 Year	22.32%	20%	20%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	LIC MF ELSS Regular Plan-Growth	LIC MF ELSS Tax Saver - Regular Plan - Growth
1 Year	12.82%	12.31%	12.31%
3 Year	12.81%	12.84%	12.84%
5 Year	12.93%	11.63%	11.63%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	LIC MF ELSS Regular Plan-Growth	LIC MF ELSS Tax Saver - Regular Plan - Growth
Standard Deviation	11.32%	12.19%	12.19%
Sharp	0.9%	0.93%	0.93%
Beta	0.87%	0.88%	0.88%
Alpha	2.43%	0.01%	0.01%

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Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	LIC MF ELSS Regular Plan-Growth	LIC MF ELSS Tax Saver - Regular 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 ELSS Tax Saver - Regular Plan - Growth

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	LIC MF ELSS Regular Plan-Growth	LIC MF ELSS Tax Saver - Regular Plan - Growth
Others	1.47	1.15	1.15
Large Cap	67.31	63.81	63.81
Mid Cap	14.06	15.76	15.76
Small Cap	17.14	19.31	19.31

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	LIC MF ELSS Regular Plan-Growth	LIC MF ELSS Tax Saver - Regular Plan - Growth
Others	1.47	1.15	1.15
Telecom - Services	2.7	-	-
Petroleum Products	6.29	1.8	1.8
Finance	1.91	5.65	5.65
IT - Software	12.21	9.31	9.31
Pharmaceuticals & Biotechnology	4.34	3.66	3.66
Personal Products	1.67	-	-
Construction	7.51	2.19	2.19
Banks	19.62	21.22	21.22
Diversified FMCG	2.16	3.12	3.12
Non - Ferrous Metals	0.67	-	-
Cement & Cement Products	3.04	2.69	2.69
Aerospace & Defense	1.28	-	-
Electrical Equipment	1.05	3.25	3.25
Industrial Products	0.93	7.22	7.22
Gas	2.8	-	-
Automobiles	2.03	4.55	4.55
Fertilizers & Agrochemicals	1.56	3.1	3.1
Consumer Durables	1.61	7.53	7.53
Textiles & Apparels	0.46	-	-
Auto Components	3.5	5.1	5.1
Chemicals & Petrochemicals	4.8	2.52	2.52
Entertainment	0.98	-	-
Power	4.94	-	-
Ferrous Metals	1.5	-	-
Retailing	1.81	6.9	6.9
Capital Markets	4.01	-	-
Industrial Manufacturing	2.13	-	-
Beverages	1	1.7	1.7
IT - Services	-	1.08	1.08
Leisure Services	-	1.24	1.24
Transport Services	-	1.46	1.46
Food Products	-	2.51	2.51
Agricultural Food & other Products	-	1.08	1.08