PGIM India ELSS Tax Saver Fund vs Kotak ELSS Tax Saver Fund compare

Kotak ELSS Tax Saver Fund-Scheme-Growth

Invest Now

PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option

Invest Now

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)	₹6148 Cr	₹756 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	1.76	2.26
Manager	Harsha Upadhyaya	Bhupesh Kalyani
ISIN Code	INF174K01369	INF663L01FQ8
Exits Load	Data not available./365	Data not available./365

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Month	2.13%	4.23%
6 Month	-0.62%	5.22%
1 Year	22.82%	16.86%
3 Year	17.81%	14.11%
5 Year	19.86%	18.5%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	13.09%	15.59%
3 Year	21.82%	17.35%
5 Year	22.32%	19.73%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year	12.82%	13.43%
3 Year	12.81%	15.06%
5 Year	12.93%	14.48%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Standard Deviation	11.32%	11.02%
Sharp	0.9%	0.82%
Beta	0.87%	0.82%
Alpha	2.43%	-1.45%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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
Fund Manage	11	13
	Kotak ELSS Tax Saver Fund-Scheme-Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	1.47	5.39
Large Cap	67.31	58.1
Mid Cap	14.06	22.82
Small Cap	17.14	13.69

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	1.47	5.39
Telecom - Services	2.7	2.68
Petroleum Products	6.29	4.39
Finance	1.91	6.99
IT - Software	12.21	9.24
Pharmaceuticals & Biotechnology	4.34	5.01
Personal Products	1.67	0.4
Construction	7.51	2.7
Banks	19.62	15.3
Diversified FMCG	2.16	-
Non - Ferrous Metals	0.67	-
Cement & Cement Products	3.04	1.84
Aerospace & Defense	1.28	1.79
Electrical Equipment	1.05	3.77
Industrial Products	0.93	1.21
Gas	2.8	-
Automobiles	2.03	0.82
Fertilizers & Agrochemicals	1.56	-
Consumer Durables	1.61	6.48
Textiles & Apparels	0.46	0.97
Auto Components	3.5	4.28
Chemicals & Petrochemicals	4.8	3.5
Entertainment	0.98	-
Power	4.94	-
Ferrous Metals	1.5	-
Retailing	1.81	3.28
Capital Markets	4.01	2.93
Industrial Manufacturing	2.13	1.08
Beverages	1	3.47
Healthcare Services	-	3.37
Insurance	-	3.88
Realty	-	0.92
Food Products	-	1.66
Household Products	-	0.72
Transport Services	-	1.21
Leisure Services	-	0.72