- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
PGIM India ELSS Tax Saver Fund vs Kotak ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak ELSS Tax Saver Fund-Scheme-Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5893 Cr | ₹749 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 23 Nov 2005 | 11 Dec 2015 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 14.27% | 24% |
| Expense Ratio | 1.77 | 2.25 |
| Manager | Harsha Upadhyaya | Bhupesh Kalyani |
| ISIN Code | INF174K01369 | INF663L01FQ8 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 4.43% | 3.62% |
| 6 Month | -4.87% | 0.87% |
| 1 Year | 6.21% | 11.28% |
| 3 Year | 15.6% | 12.29% |
| 5 Year | 24.37% | 23.71% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.8% | 0.77% |
| 1 Year | -7.97% | 0.47% |
| 3 Year | 14.3% | 12.83% |
| 5 Year | 16.85% | 15.44% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.07% | 13.86% |
| 3 Year | 12.97% | 14.64% |
| 5 Year | 13.04% | 14.65% |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.913% | 12.863% |
| Sharp | 0.496% | 0.332% |
| Beta | 0.925% | 0.854% |
| Alpha | 0.931% | -1.233% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Harsha Upadhyaya | Bhupesh Kalyani |
| Total AUM | ₹139411 Cr | ₹2742 Cr |
| Funds Managed | 11 | 13 |
| Kotak ELSS Tax Saver Fund-Scheme-Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.47 | 3.45 |
| Large Cap | 67.49 | 61.08 |
| Mid Cap | 15.72 | 22.44 |
| Small Cap | 16.32 | 13.04 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.4 | 3.41 |
| Communication Services | 3.79 | 3.68 |
| Energy | 5.98 | 5.97 |
| Financial Services | 26.37 | 26.74 |
| Technology | 15.12 | 12.35 |
| Consumer Cyclical | 9.78 | 9.53 |
| Healthcare | 4.3 | 11.12 |
| Consumer Defensive | 4.93 | 6.12 |
| Industrials | 13.07 | 13.28 |
| Basic Materials | 9.32 | 7.34 |
| Utilities | 6.93 | - |
| Real Estate | - | 0.47 |
Top Comparisons
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
3Y Returns0%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns14.58%
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
3Y Returns15.6%
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
3Y Returns12.87%
ICICI Prudential Global Stable Equity Fund (FOF) - Growth
3Y Returns6.77%
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
3Y Returns11.98%
Sundaram Short Duration Fund Regular Growth
3Y Returns6.95%
Axis Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.12%
