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

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Kotak ELSS Tax Saver Fund-Scheme-Growth

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HDFC ELSS Tax saver Fund - Growth Plan

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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	HDFC ELSS Tax saver Fund - Growth Plan
Fund	Kotak ELSS Tax Saver Fund-Scheme-Growth	HDFC ELSS Tax saver Fund - Growth Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹6449 Cr	₹17194 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	23 Nov 2005	02 Apr 1996
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	14.27%	36.4%
Expense Ratio	1.77	1.7
Manager	Harsha Upadhyaya	Dhruv Muchhal
ISIN Code	INF174K01369	INF179K01BB8
Exits Load	Data not available./365	Data not available./365

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	HDFC ELSS Tax saver Fund - Growth Plan
1 Month	0.67%	0.95%
6 Month	3.32%	6.16%
1 Year	-1.14%	7.41%
3 Year	14.7%	20.1%
5 Year	17.79%	23.02%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	HDFC ELSS Tax saver Fund - Growth Plan
6 Month	2.51%	2.98%
1 Year	12.33%	15.61%
3 Year	13.23%	19.18%
5 Year	14.84%	20.45%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	HDFC ELSS Tax saver Fund - Growth Plan
1 Year	12.01%	16.54%
3 Year	13.64%	16.35%
5 Year	13.56%	15.75%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	HDFC ELSS Tax saver Fund - Growth Plan
Standard Deviation	11.32%	11.22%
Sharp	0.75%	1.21%
Beta	0.91%	0.83%
Alpha	-0.23%	5.77%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	HDFC ELSS Tax saver Fund - Growth Plan
Name	Harsha Upadhyaya	Dhruv Muchhal
Total AUM	₹139411 Cr	₹520687 Cr
Funds Managed	11	40
	Kotak ELSS Tax Saver Fund-Scheme-Growth	HDFC ELSS Tax saver Fund - Growth Plan

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	HDFC ELSS Tax saver Fund - Growth Plan
Others	1.95	5.97
Large Cap	69.71	78.91
Mid Cap	19.59	4.14
Small Cap	8.75	10.97

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	HDFC ELSS Tax saver Fund - Growth Plan
Others	2.58	5.42
Telecom - Services	3.85	-
Petroleum Products	6.87	-
Finance	5.16	-
IT - Software	8.36	-
Retailing	3.68	-
Pharmaceuticals & Biotechnology	4.85	-
Personal Products	1.44	-
Construction	5	-
Banks	24.75	-
Cement & Cement Products	2.75	-
Aerospace & Defense	1.06	-
Consumer Durables	1.29	-
Automobiles	4.47	-
Electrical Equipment	0.69	-
Industrial Products	0.58	-
Fertilizers & Agrochemicals	1.56	-
Food Products	2.49	-
Textiles & Apparels	0.42	-
Auto Components	2.31	-
Chemicals & Petrochemicals	4.06	-
Entertainment	0.52	-
Capital Markets	0.57	-
Transport Services	1.96	-
Power	3.83	-
Ferrous Metals	1.65	-
Industrial Manufacturing	2.31	-
Beverages	0.94	-
Communication Services	-	4.65
Energy	-	1.21
Technology	-	5.12
Industrials	-	5.64
Basic Materials	-	6.09
Financial Services	-	42.42
Healthcare	-	9.88
Consumer Cyclical	-	17.06
Utilities	-	1.68
Consumer Defensive	-	0.83