NIPPON INDIA ELSS TAX SAVER FUND vs Kotak ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
Chart Comparison
Overview
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
Fund | Kotak ELSS Tax Saver Fund-Scheme-Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5893 Cr | ₹14449 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 23 Nov 2005 | 21 Sep 2005 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 14.27% | 23% |
Expense Ratio | 1.77 | 1.71 |
Manager | Harsha Upadhyaya | Ashutosh Bhargava |
ISIN Code | INF174K01369 | INF204K01GK4 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
1 Month | 7.51% | 8.74% |
6 Month | -13.94% | -12.78% |
1 Year | 4.6% | 7.67% |
3 Year | 14.41% | 16% |
5 Year | 25.43% | 26.88% |
SIP Return Analysis
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
6 Month | -4.5% | -2.37% |
1 Year | -11.81% | -7.62% |
3 Year | 13.45% | 16.02% |
5 Year | 16.74% | 18.77% |
Rolling Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
1 Year | 13.07% | 11.69% |
3 Year | 12.97% | 12% |
5 Year | 13.04% | 13.09% |
Risk Management
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
Standard Deviation | 13.913% | 12.81% |
Sharp | 0.496% | 0.53% |
Beta | 0.925% | 0.99% |
Alpha | 0.931% | 0.88% |
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Fund Managers
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
Name | Harsha Upadhyaya | Ashutosh Bhargava |
Total AUM | ₹139411 Cr | ₹121448 Cr |
Funds Managed | 11 | 12 |
Kotak ELSS Tax Saver Fund-Scheme-Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Market Cap
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
Others | 0.47 | 4.01 |
Large Cap | 67.49 | 65.76 |
Mid Cap | 15.72 | 14.36 |
Small Cap | 16.32 | 15.86 |
Sector Allocation
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
Others | 0.4 | 1.27 |
Communication Services | 3.79 | 4.18 |
Energy | 5.98 | 4.43 |
Financial Services | 26.37 | 36.52 |
Technology | 15.12 | 6.95 |
Consumer Cyclical | 9.78 | 12.42 |
Healthcare | 4.3 | 4.69 |
Consumer Defensive | 4.93 | 8.3 |
Industrials | 13.07 | 10.86 |
Basic Materials | 9.32 | 4.27 |
Utilities | 6.93 | 6.1 |
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