Quant ELSS Tax Saver Fund Regular Plan vs Kotak ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
Quant ELSS Tax Saver Fund Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
Fund | Kotak ELSS Tax Saver Fund-Scheme-Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5893 Cr | ₹10279 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 23 Nov 2005 | 31 Mar 2000 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 14.27% | % |
Expense Ratio | 1.77 | 1.71 |
Manager | Harsha Upadhyaya | Vasav Sahgal |
ISIN Code | INF174K01369 | INF966L01135 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
1 Month | -3.6% | -2.14% |
6 Month | -14.33% | -20.72% |
1 Year | -0.29% | -11.32% |
3 Year | 13.99% | 14.71% |
5 Year | 18.91% | 30.65% |
SIP Return Analysis
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
6 Month | -11.12% | -12.31% |
1 Year | -20.5% | -29.6% |
3 Year | 9.98% | 7.72% |
5 Year | 14.77% | 18.4% |
Rolling Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
1 Year | 13.07% | 16.79% |
3 Year | 12.97% | 17.91% |
5 Year | 13.04% | 17.67% |
Risk Management
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
Standard Deviation | 13.913% | 17.25% |
Sharp | 0.496% | 0.536% |
Beta | 0.925% | 1.135% |
Alpha | 0.931% | 0.439% |
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Fund Managers
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
Name | Harsha Upadhyaya | Vasav Sahgal |
Total AUM | ₹139411 Cr | ₹46505 Cr |
Fund Manage | 11 | 21 |
Kotak ELSS Tax Saver Fund-Scheme-Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
Market Cap
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
Others | 0.46912 | 7.95976 |
Large Cap | 67.48846 | 80.35111 |
Mid Cap | 15.71895 | 5.16543 |
Small Cap | 16.32346 | 6.52368 |
Sector Allocation
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
Others | 0.39644 | 7.95976 |
Communication Services | 3.79262 | - |
Energy | 5.98435 | 15.05643 |
Financial Services | 26.36999 | 16.54436 |
Technology | 15.12292 | 0.32632 |
Consumer Cyclical | 9.77785 | 6.87994 |
Healthcare | 4.2961 | 10.59842 |
Consumer Defensive | 4.93492 | 10.64568 |
Industrials | 13.0697 | 7.70223 |
Basic Materials | 9.32366 | 7.52341 |
Utilities | 6.93144 | 16.135 |
Real Estate | - | 0.62843 |
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