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 | 7.51% | 6.45% |
6 Month | -13.94% | -9.39% |
1 Year | 4.6% | 8.87% |
3 Year | 14.41% | 11.3% |
5 Year | 25.43% | 25.25% |
SIP Return Analysis
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -6.28% | -3.35% |
1 Year | -12.87% | -4.19% |
3 Year | 13.41% | 11.56% |
5 Year | 16.65% | 15.11% |
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% |
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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 |
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