Edelweiss ELSS Tax saver Fund vs Kotak ELSS Tax Saver Fund compare

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tortoise-icon Kotak ELSS Tax Saver Fund-Scheme-Growth

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tortoise-icon Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹6148 Cr ₹393 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 1.76 2.34
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 -5.76% -5.04%
6 Month -9.55% -7.59%
1 Year 7.98% 7.89%
3 Year 13.5% 11.98%
5 Year 16.49% 14.76%

SIP Return Analysis

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
6 Month - -
1 Year -5.05% -0.41%
3 Year 15.54% 16.28%
5 Year 18.21% 17.28%

Rolling Lumpsum Returns

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Year 13.07% 12.53%
3 Year 12.97% 13.51%
5 Year 13.04% 13.44%

Risk Management

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Standard Deviation 11.32% 12.15%
Sharp 0.8% 0.86%
Beta 0.87% 0.94%
Alpha 2.68% 0.46%

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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
Fund Manage 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 1.47 4.99
Large Cap 67.31 68.97
Mid Cap 14.06 14.77
Small Cap 17.14 11.27

Sector Allocation

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

Others 1.47 1.37
Telecom - Services 2.7 -
Petroleum Products 6.29 -
Finance 1.91 -
IT - Software 12.21 -
Pharmaceuticals & Biotechnology 4.34 -
Personal Products 1.67 -
Construction 7.51 7.74
Banks 19.62 -
Diversified FMCG 2.16 -
Non - Ferrous Metals 0.67 -
Cement & Cement Products 3.04 -
Aerospace & Defense 1.28 -
Electrical Equipment 1.05 -
Industrial Products 0.93 -
Gas 2.8 -
Automobiles 2.03 -
Fertilizers & Agrochemicals 1.56 -
Consumer Durables 1.61 -
Textiles & Apparels 0.46 -
Auto Components 3.5 -
Chemicals & Petrochemicals 4.8 -
Entertainment 0.98 -
Power 4.94 -
Ferrous Metals 1.5 -
Retailing 1.81 -
Capital Markets 4.01 -
Industrial Manufacturing 2.13 -
Beverages 1 -
Energy - 6.54
Materials - 4.55
Technology - 9.02
Consumer Staples - 5.11
Financial - 29.19
Healthcare - 5.85
Metals & Mining - 2.49
Automobile - 9.34
Capital Goods - 8.99
Services - 5.03
Insurance - 0.64
Consumer Discretionary - 1.3
Communication - 2.41
Chemicals - 0.43

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