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
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 | Very High |
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 |
Trailing Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
1 Month | 7.51% | 7.22% |
6 Month | -13.94% | -12.98% |
1 Year | 4.6% | 9.66% |
3 Year | 14.41% | 13.92% |
5 Year | 25.43% | 24.1% |
SIP Return Analysis
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
6 Month | -6.28% | -5.35% |
1 Year | -12.87% | -8.18% |
3 Year | 13.41% | 13.89% |
5 Year | 16.65% | 16.29% |
Rolling Lumpsum Returns
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% |
Risk Management
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Standard Deviation | 13.913% | 14.429% |
Sharp | 0.496% | 0.451% |
Beta | 0.925% | 0.972% |
Alpha | 0.931% | 0.237% |
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Fund Managers
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 |
Funds Managed | 11 | 7 |
Kotak ELSS Tax Saver Fund-Scheme-Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
Market Cap
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Others | 0.47 | 5.12 |
Large Cap | 67.49 | 60.14 |
Mid Cap | 15.72 | 10.05 |
Small Cap | 16.32 | 24.69 |
Sector Allocation
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Others | 0.4 | 4.54 |
Communication Services | 3.79 | 3.74 |
Energy | 5.98 | 5.19 |
Financial Services | 26.37 | 31.02 |
Technology | 15.12 | 7.95 |
Consumer Cyclical | 9.78 | 16.2 |
Healthcare | 4.3 | 3.54 |
Consumer Defensive | 4.93 | 1.49 |
Industrials | 13.07 | 13.81 |
Basic Materials | 9.32 | 7.21 |
Utilities | 6.93 | 2.54 |
Real Estate | - | 2.78 |
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