Parag Parikh Tax Saver Fund Regular vs Kotak ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
Parag Parikh Tax Saver Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Fund | Kotak ELSS Tax Saver Fund-Scheme-Growth | Parag Parikh Tax Saver Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹5893 Cr | ₹4572 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 23 Nov 2005 | 24 Jul 2019 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 14.27% | % |
Expense Ratio | 1.77 | 1.73 |
Manager | Harsha Upadhyaya | Rajeev Thakkar |
ISIN Code | INF174K01369 | INF879O01092 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
1 Month | -5.14% | -0.28% |
6 Month | -12.41% | -3.08% |
1 Year | 3.65% | 10.36% |
3 Year | 13.63% | 16.46% |
5 Year | 16.01% | 21.53% |
SIP Return Analysis
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
6 Month | - | - |
1 Year | -13.55% | 2.59% |
3 Year | 12.25% | 17.65% |
5 Year | 16.6% | 20.57% |
Rolling Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
1 Year | 13.07% | 25.21% |
3 Year | 12.97% | 22.41% |
5 Year | 13.04% | 23.68% |
Risk Management
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Standard Deviation | 13.07% | 10.084% |
Sharp | 0.645% | 0.992% |
Beta | 0.901% | 0.659% |
Alpha | 1.418% | 4.826% |
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Fund Managers
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Name | Harsha Upadhyaya | Rajeev Thakkar |
Total AUM | ₹139411 Cr | ₹0 Cr |
Fund Manage | 11 | 5 |
Kotak ELSS Tax Saver Fund-Scheme-Growth | Parag Parikh Tax Saver Fund Regular - Growth |
Market Cap
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Others | 1.47 | 17.59 |
Large Cap | 67.31 | 64.26 |
Mid Cap | 14.06 | 7.5 |
Small Cap | 17.14 | 10.65 |
Sector Allocation
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Others | 1.47 | 10.54 |
Telecom - Services | 2.7 | - |
Petroleum Products | 6.29 | - |
Finance | 1.91 | - |
IT - Software | 12.21 | - |
Pharmaceuticals & Biotechnology | 4.34 | - |
Personal Products | 1.67 | - |
Construction | 7.51 | - |
Banks | 19.62 | - |
Diversified FMCG | 2.16 | - |
Non - Ferrous Metals | 0.67 | - |
Cement & Cement Products | 3.04 | - |
Aerospace & Defense | 1.28 | - |
Electrical Equipment | 1.05 | - |
Industrial Products | 0.93 | - |
Gas | 2.8 | - |
Automobiles | 2.03 | - |
Fertilizers & Agrochemicals | 1.56 | - |
Consumer Durables | 1.61 | - |
Textiles & Apparels | 0.46 | - |
Auto Components | 3.5 | - |
Chemicals & Petrochemicals | 4.8 | - |
Entertainment | 0.98 | - |
Power | 4.94 | - |
Ferrous Metals | 1.5 | - |
Retailing | 1.81 | - |
Capital Markets | 4.01 | - |
Industrial Manufacturing | 2.13 | - |
Beverages | 1 | - |
Financial | - | 36.57 |
Technology | - | 13.73 |
Healthcare | - | 3.51 |
Services | - | 2.08 |
Consumer Staples | - | 6.76 |
Energy | - | 7.26 |
Capital Goods | - | 0.23 |
Automobile | - | 11.08 |
Materials | - | 6.44 |
Metals & Mining | - | 1.8 |
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