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Parag Parikh Tax Saver Fund Regular 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 Parag Parikh Tax Saver Fund Regular - 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 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 Very High
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 7.1% 4.38%
6 Month -8.84% -2.54%
1 Year 4.86% 13.73%
3 Year 13.79% 16.73%
5 Year 23.52% 26.88%

SIP Return Analysis

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Parag Parikh Tax Saver Fund Regular - Growth
6 Month -4.86% -1.97%
1 Year -15.01% -2.34%
3 Year 11.38% 15.69%
5 Year 15.02% 18.21%

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 13.913% 10.084%
Sharp 0.496% 0.992%
Beta 0.925% 0.659%
Alpha 0.931% 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
Funds Managed 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 0.47 19.06
Large Cap 67.49 70.53
Mid Cap 15.72 2.51
Small Cap 16.32 7.9

Sector Allocation

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

Parag Parikh Tax Saver Fund Regular - Growth

Others 0.4 18.87
Communication Services 3.79 -
Energy 5.98 6.06
Financial Services 26.37 31.18
Technology 15.12 13.18
Consumer Cyclical 9.78 14.3
Healthcare 4.3 4.43
Consumer Defensive 4.93 5.07
Industrials 13.07 0.73
Basic Materials 9.32 0.28
Utilities 6.93 5.91

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