Tata ELSS Tax Saver Fund vs Kotak ELSS Tax Saver Fund compare

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Kotak ELSS Tax Saver Fund-Scheme-Growth

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Tata ELSS Tax Saver Fund-Growth-Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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 Risk	Very High Risk
Asset Size (Cr)	₹5893 Cr	₹4398 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	1.77	1.82
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	-5.14%	-5%
6 Month	-12.41%	-10.56%
1 Year	3.65%	6.72%
3 Year	13.63%	13.07%
5 Year	16.01%	15.27%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
6 Month	-	-
1 Year	-13.1%	-7.72%
3 Year	12.25%	12.75%
5 Year	16.33%	15.93%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Year	13.07%	13.97%
3 Year	12.97%	14.85%
5 Year	13.04%	13.39%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Standard Deviation	13.07%	13.843%
Sharp	0.645%	0.555%
Beta	0.901%	0.966%
Alpha	1.418%	0.163%

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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