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 | 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 | 5.23% | 4.14% |
6 Month | -13.13% | -5.52% |
1 Year | 6.3% | 14.56% |
3 Year | 14.66% | 17.88% |
5 Year | 26.46% | 29.92% |
SIP Return Analysis
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
6 Month | -4.5% | -0.63% |
1 Year | -11.81% | 2.53% |
3 Year | 13.45% | 17.95% |
5 Year | 16.74% | 20.01% |
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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