Mirae Asset ELSS Tax Saver Fund vs Kotak ELSS Tax Saver Fund compare

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tortoise-icon Kotak ELSS Tax Saver Fund-Scheme-Growth

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tortoise-icon Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
Fund Kotak ELSS Tax Saver Fund-Scheme-Growth Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6148 Cr ₹24896 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹500
Launch Date 23 Nov 2005 28 Dec 2015
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 14.27% 84%
Expense Ratio 1.76 1.57
Manager Harsha Upadhyaya Neelesh Surana
ISIN Code INF174K01369 INF769K01DK3
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
1 Month -5.72% -4.56%
6 Month -6.7% -4.79%
1 Year 14.34% 11.86%
3 Year 14.05% 12.24%
5 Year 17.63% 18.25%

SIP Return Analysis

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
6 Month - -
1 Year - 3.07%
3 Year 17.35% 16.9%
5 Year 19.55% 18.96%

Rolling Lumpsum Returns

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
1 Year 12.82% 16.95%
3 Year 12.81% 18.38%
5 Year 12.93% 18.75%

Risk Management

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
Standard Deviation 11.32% 11.83%
Sharp 0.8% 0.96%
Beta 0.87% 0.92%
Alpha 2.68% -0.55%

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Fund Managers

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
Name Harsha Upadhyaya Neelesh Surana
Total AUM ₹139411 Cr ₹49127 Cr
Fund Manage 11 2
Kotak ELSS Tax Saver Fund-Scheme-Growth Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth

Market Cap

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth

Others 1.47 0.9
Large Cap 67.31 62.52
Mid Cap 14.06 20.5
Small Cap 17.14 16.05

Sector Allocation

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth

Others 1.47 0.9
Telecom - Services 2.7 2.72
Petroleum Products 6.29 2.95
Finance 1.91 2.97
IT - Software 12.21 8.65
Pharmaceuticals & Biotechnology 4.34 5.16
Personal Products 1.67 -
Construction 7.51 3.69
Banks 19.62 24.9
Diversified FMCG 2.16 1.45
Non - Ferrous Metals 0.67 0.69
Cement & Cement Products 3.04 1.57
Aerospace & Defense 1.28 0.79
Electrical Equipment 1.05 0.47
Industrial Products 0.93 2.18
Gas 2.8 2.51
Automobiles 2.03 4.74
Fertilizers & Agrochemicals 1.56 -
Consumer Durables 1.61 6.53
Textiles & Apparels 0.46 0.56
Auto Components 3.5 2.07
Chemicals & Petrochemicals 4.8 1.87
Entertainment 0.98 -
Power 4.94 1.28
Ferrous Metals 1.5 2.7
Retailing 1.81 3.57
Capital Markets 4.01 1.16
Industrial Manufacturing 2.13 0.49
Beverages 1 0.02
Insurance - 2.71
Healthcare Services - 1.15
Transport Services - 3.15
IT - Services - 0.76
Diversified Metals - 1.21
Oil - 0.57
Financial Technology (Fintech) - 2.61
Leisure Services - 0.61
Realty - 0.61

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