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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) | ₹6449 Cr | ₹17570 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 | -1.74% | -0.81% |
| 6 Month | 1.51% | 3.19% |
| 1 Year | -2.53% | 3.15% |
| 3 Year | 14.55% | 19.04% |
| 5 Year | 16.95% | 19.55% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.14% | 3.25% |
| 1 Year | 11.26% | 14.76% |
| 3 Year | 12.19% | 17.32% |
| 5 Year | 14% | 17.35% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.01% | 13.74% |
| 3 Year | 13.64% | 16.74% |
| 5 Year | 13.56% | 16.09% |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.32% | 12.57% |
| Sharp | 0.73% | 0.96% |
| Beta | 0.92% | 0.96% |
| Alpha | 0.01% | 3.04% |
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 | 6.67 | 7 |
| Large Cap | 70.66 | 65.06 |
| Mid Cap | 15.75 | 16.26 |
| Small Cap | 6.92 | 11.68 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.46 | 0.91 |
| Communication Services | 4.4 | 5.02 |
| Energy | 6.81 | 5.34 |
| Financial Services | 30.53 | 39.1 |
| Technology | 9.85 | 9.63 |
| Consumer Cyclical | 11.78 | 9.87 |
| Healthcare | 5.22 | 9.15 |
| Consumer Defensive | 6.27 | 4.71 |
| Industrials | 10.36 | 4.75 |
| Basic Materials | 9.69 | 7.89 |
| Utilities | 3.62 | 3.61 |
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