LIC MF Tax Plan vs Kotak ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
LIC MF ELSS Regular Plan-Growth
LIC MF Tax Plan-Growth
Chart Comparison
| 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) | ₹6101 Cr | ₹1153 Cr | ₹1153 Cr |
| Min Investment | ₹500 | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 | ₹0 |
| 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 | 1.75 | 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 | -0.26% | 2.25% | 2.25% |
| 6 Month | 19.47% | 24.02% | 24.02% |
| 1 Year | 38.61% | 37.93% | 37.93% |
| 3 Year | 20.45% | 18.17% | 18.17% |
| 5 Year | 22.95% | 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 | 23.54% | 18.93% | 18.93% |
| 3 Year | 60.68% | 47.85% | 47.85% |
| 5 Year | 88.7% | 69.84% | 69.84% |
| 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 | 1.23% | 0.93% | 0.93% |
| Beta | 0.82% | 0.88% | 0.88% |
| Alpha | 3.07% | 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 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 | - |
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