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) | ₹6493 Cr | ₹17428 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 | -2.14% | -2.07% |
6 Month | 7.06% | 8.62% |
1 Year | -3.44% | 0.31% |
3 Year | 17.37% | 20.36% |
5 Year | 21.67% | 24.02% |
SIP Return Analysis
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
6 Month | 5.36% | 4.06% |
1 Year | 4.78% | 6.1% |
3 Year | 15.3% | 20.06% |
5 Year | 16.77% | 19.75% |
Rolling Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Year | 12.67% | 14.37% |
3 Year | 13.12% | 16.32% |
5 Year | 13.21% | 15.83% |
Risk Management
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.43% | 12.57% |
Sharp | 1.06% | 1.3% |
Beta | 0.92% | 0.94% |
Alpha | 1.81% | 3.09% |
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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 | 3.84 | 6.87 |
Large Cap | 71.77 | 62.7 |
Mid Cap | 16.66 | 16.62 |
Small Cap | 7.73 | 13.81 |
Sector Allocation
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 0.26 | 4.24 |
Communication Services | 4.66 | 4.93 |
Energy | 6.66 | 4.21 |
Financial Services | 30.17 | 36.48 |
Technology | 10.65 | 7.78 |
Consumer Cyclical | 9.37 | 10.34 |
Healthcare | 4.37 | 9.79 |
Consumer Defensive | 4.61 | 4.75 |
Industrials | 13.24 | 5.36 |
Basic Materials | 10.26 | 8.46 |
Utilities | 5.77 | 3.67 |
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