Tata ELSS Tax Saver Fund vs Kotak ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
Tata ELSS Tax Saver Fund-Growth-Regular Plan
Chart Comparison
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| Fund | Kotak ELSS Tax Saver Fund-Scheme-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6148 Cr | ₹4680 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 23 Nov 2005 | 13 Oct 2014 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 14.27% | 20% |
| Expense Ratio | 1.76 | 1.81 |
| Manager | Harsha Upadhyaya | Sailesh Jain |
| ISIN Code | INF174K01369 | INF277K01I52 |
| Exits Load | Data not available./365 | Data not available./365 |
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| 1 Month | 5.66% | 5.34% |
| 6 Month | 2.82% | 8.5% |
| 1 Year | 27.07% | 23.72% |
| 3 Year | 18.56% | 17.69% |
| 5 Year | 20.83% | 18.67% |
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 22.37% | 24.97% |
| 3 Year | 24.79% | 23.97% |
| 5 Year | 23.79% | 22.53% |
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| 1 Year | 12.82% | 13.74% |
| 3 Year | 12.81% | 14.85% |
| 5 Year | 12.93% | 13.09% |
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| Standard Deviation | 11.32% | 12.5% |
| Sharp | 0.87% | 1.01% |
| Beta | 0.86% | 0.96% |
| Alpha | 2.94% | 0.31% |
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| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| Name | Harsha Upadhyaya | Sailesh Jain |
| Total AUM | ₹139411 Cr | ₹17041 Cr |
| Fund Manage | 11 | 7 |
| Kotak ELSS Tax Saver Fund-Scheme-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| Others | 1.47 | 3.66 |
| Large Cap | 67.31 | 57.29 |
| Mid Cap | 14.06 | 11.51 |
| Small Cap | 17.14 | 27.54 |
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| Others | 1.47 | 3.66 |
| Telecom - Services | 2.7 | 3.49 |
| Petroleum Products | 6.29 | 3.84 |
| Finance | 1.91 | 3.79 |
| IT - Software | 12.21 | 7.17 |
| Pharmaceuticals & Biotechnology | 4.34 | 4.62 |
| Personal Products | 1.67 | - |
| Construction | 7.51 | 4.21 |
| Banks | 19.62 | 21.81 |
| Diversified FMCG | 2.16 | - |
| Non - Ferrous Metals | 0.67 | 1.32 |
| Cement & Cement Products | 3.04 | 2.9 |
| Aerospace & Defense | 1.28 | 0.87 |
| Electrical Equipment | 1.05 | - |
| Industrial Products | 0.93 | 3.87 |
| Gas | 2.8 | 0.76 |
| Automobiles | 2.03 | 1.36 |
| Fertilizers & Agrochemicals | 1.56 | 1.44 |
| Consumer Durables | 1.61 | 1.95 |
| Textiles & Apparels | 0.46 | 0.41 |
| Auto Components | 3.5 | 8.63 |
| Chemicals & Petrochemicals | 4.8 | 0.46 |
| Entertainment | 0.98 | 1.48 |
| Power | 4.94 | 3.01 |
| Ferrous Metals | 1.5 | - |
| Retailing | 1.81 | 2.27 |
| Capital Markets | 4.01 | 1.44 |
| Industrial Manufacturing | 2.13 | - |
| Beverages | 1 | 1.77 |
| Household Products | - | 0.89 |
| Minerals & Mining | - | 1.77 |
| Leisure Services | - | 2.9 |
| Insurance | - | 2.58 |
| IT - Services | - | 1.01 |
| Realty | - | 2.92 |
| Consumable Fuels | - | 1.4 |
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