DSP ELSS Tax Saver Fund vs Kotak ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
DSP ELSS Tax Saver Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak ELSS Tax Saver Fund-Scheme-Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5893 Cr | ₹15985 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 23 Nov 2005 | 18 Jan 2007 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 14.27% | 35% |
Expense Ratio | 1.77 | 1.64 |
Manager | Harsha Upadhyaya | Rohit Singhania |
ISIN Code | INF174K01369 | INF740K01185 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Month | 3.81% | 2.69% |
6 Month | -0.22% | 3.02% |
1 Year | 2.69% | 13.72% |
3 Year | 18.73% | 22.31% |
5 Year | 25.53% | 28.12% |
SIP Return Analysis
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
6 Month | 5.66% | 6.36% |
1 Year | 2.18% | 7.57% |
3 Year | 16.84% | 22.44% |
5 Year | 17.88% | 21.29% |
Rolling Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Year | 13.07% | 14.52% |
3 Year | 12.97% | 16.2% |
5 Year | 13.04% | 15.57% |
Risk Management
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.913% | 12.57% |
Sharp | 0.496% | 0.89% |
Beta | 0.925% | 0.95% |
Alpha | 0.931% | 3.67% |
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Fund Managers
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Name | Harsha Upadhyaya | Rohit Singhania |
Total AUM | ₹139411 Cr | ₹46862 Cr |
Funds Managed | 11 | 7 |
Kotak ELSS Tax Saver Fund-Scheme-Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 0.47 | 5.1 |
Large Cap | 67.49 | 63.81 |
Mid Cap | 15.72 | 17.71 |
Small Cap | 16.32 | 13.38 |
Sector Allocation
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 0.4 | 5.1 |
Communication Services | 3.79 | - |
Energy | 5.98 | - |
Financial Services | 26.37 | - |
Technology | 15.12 | - |
Consumer Cyclical | 9.78 | - |
Healthcare | 4.3 | - |
Consumer Defensive | 4.93 | - |
Industrials | 13.07 | - |
Basic Materials | 9.32 | - |
Utilities | 6.93 | - |
Telecom - Services | - | 4.81 |
IT - Software | - | 6.41 |
Cement & Cement Products | - | 1.68 |
Construction | - | 4.59 |
Finance | - | 4.68 |
Consumer Durables | - | 3.07 |
Petroleum Products | - | 3.28 |
Diversified FMCG | - | 3.51 |
Non - Ferrous Metals | - | 1.49 |
Pharmaceuticals & Biotechnology | - | 8.76 |
Banks | - | 27.45 |
Healthcare Services | - | 1.75 |
Chemicals & Petrochemicals | - | 2.1 |
Automobiles | - | 3.7 |
Transport Services | - | 0.72 |
Insurance | - | 3.04 |
Gas | - | 1.85 |
Fertilizers & Agrochemicals | - | 0.91 |
Industrial Products | - | 0.77 |
Oil | - | 1.07 |
Auto Components | - | 3.53 |
Personal Products | - | 1.55 |
Power | - | 2.15 |
Ferrous Metals | - | 1.11 |
Textiles & Apparels | - | 0.92 |
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