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

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)	₹6452 Cr	₹17163 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

Trailing Lumpsum Returns

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	HDFC ELSS Tax saver Fund - Growth Plan
1 Month	-3.08%	-2.18%
6 Month	-3%	0.34%
1 Year	4.33%	10.85%
3 Year	14.12%	19.86%
5 Year	15.12%	19.81%

SIP Return Analysis

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	HDFC ELSS Tax saver Fund - Growth Plan
6 Month	-0.24%	-0.1%
1 Year	6.88%	8.41%
3 Year	10.33%	15.94%
5 Year	13.01%	18.52%

Rolling Lumpsum Returns

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	HDFC ELSS Tax saver Fund - Growth Plan
1 Year	11.79%	16.37%
3 Year	13.77%	16.42%
5 Year	13.66%	15.85%

Risk Management

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	HDFC ELSS Tax saver Fund - Growth Plan
Standard Deviation	11.32%	11.39%
Sharp	0.75%	1.31%
Beta	0.93%	0.82%
Alpha	-0.69%	5.38%

Fund Managers

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

Market Cap

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	HDFC ELSS Tax saver Fund - Growth Plan
Others	8.67	3.1
Large Cap	69.42	82.26
Mid Cap	15.64	5.41
Small Cap	6.27	9.23

Sector Allocation

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	HDFC ELSS Tax saver Fund - Growth Plan
Others	0.85	2.01
Communication Services	4.49	4.55
Energy	7.28	3.22
Financial Services	31.7	43.7
Technology	9.66	7.12
Consumer Cyclical	12.48	16.35
Healthcare	4.96	7.39
Consumer Defensive	5.02	3.78
Industrials	10.08	5.4
Basic Materials	9.84	4.93
Utilities	3.66	1.54

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