Edelweiss ELSS Tax saver Fund vs Kotak ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak ELSS Tax Saver Fund-Scheme-Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6493 Cr | ₹431 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 23 Nov 2005 | 30 Dec 2008 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 14.27% | 57% |
Expense Ratio | 1.77 | 2.35 |
Manager | Harsha Upadhyaya | Trideep Bhattacharya |
ISIN Code | INF174K01369 | INF754K01517 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -1.81% | -3.17% |
6 Month | 7.67% | 6.89% |
1 Year | -3.33% | -1.11% |
3 Year | 17.52% | 16.57% |
5 Year | 21.9% | 20.12% |
SIP Return Analysis
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.36% | 4.71% |
1 Year | 4.78% | 4.2% |
3 Year | 15.3% | 15.53% |
5 Year | 16.77% | 15.75% |
Rolling Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 12.67% | 12.12% |
3 Year | 13.12% | 13.49% |
5 Year | 13.21% | 13.58% |
Risk Management
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.43% | 13.65% |
Sharp | 1.06% | 1.01% |
Beta | 0.92% | 0.96% |
Alpha | 1.81% | 0.87% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Name | Harsha Upadhyaya | Trideep Bhattacharya |
Total AUM | ₹139411 Cr | ₹0 Cr |
Funds Managed | 11 | 9 |
Kotak ELSS Tax Saver Fund-Scheme-Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.84 | 4.85 |
Large Cap | 71.77 | 62.76 |
Mid Cap | 16.66 | 18.46 |
Small Cap | 7.73 | 13.92 |
Sector Allocation
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.26 | 1.69 |
Communication Services | 4.66 | 3.92 |
Energy | 6.66 | 6.27 |
Financial Services | 30.17 | 36.72 |
Technology | 10.65 | 11.2 |
Consumer Cyclical | 9.37 | 9.93 |
Healthcare | 4.37 | 8.16 |
Consumer Defensive | 4.61 | 4.82 |
Industrials | 13.24 | 8.87 |
Basic Materials | 10.26 | 4.74 |
Utilities | 5.77 | 2.34 |
Real Estate | - | 1.34 |
Top Comparisons
ICICI Prudential Large Cap Fund - Growth
3Y Returns19.16%
HSBC Large Cap Fund - Regular Growth
3Y Returns14.73%
HDFC Short Term Debt Fund - Growth Option
3Y Returns7.81%
HSBC Short Duration Fund - Regular Growth
3Y Returns7.26%
Nippon India Short Duration Fund-Growth Plan
3Y Returns7.59%
DSP Short Term Fund - Regular Plan - Growth
3Y Returns7.19%
HDFC Dynamic Debt Fund - Growth Option
3Y Returns7.31%
UTI Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns7.36%