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ICICI Prudential ELSS Tax Saver Fund (Tax Saving) vs Kotak ELSS Tax Saver Fund compare

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tortoise-icon ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth

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

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Chart Comparison

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

Overview

Scheme Name ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth Kotak ELSS Tax Saver Fund-Scheme-Growth
Fund ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth Kotak ELSS Tax Saver Fund-Scheme-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹13549 Cr ₹5893 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 19 Aug 1999 23 Nov 2005
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 29% 14.27%
Expense Ratio 1.73 1.77
Manager Mittul Kalawadia Harsha Upadhyaya
ISIN Code INF109K01464 INF174K01369
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth Kotak ELSS Tax Saver Fund-Scheme-Growth
1 Month 5.52% 6.94%
6 Month 4.77% 0.98%
1 Year 13.62% 5.86%
3 Year 19.91% 20.33%
5 Year 25.14% 25.44%

SIP Return Analysis

Scheme Name ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth Kotak ELSS Tax Saver Fund-Scheme-Growth
6 Month 2.35% 0.24%
1 Year -0.09% -7.34%
3 Year 15.05% 13.32%
5 Year 16.09% 15.89%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth Kotak ELSS Tax Saver Fund-Scheme-Growth
1 Year 13.73% 13.07%
3 Year 15.85% 12.97%
5 Year 16.42% 13.04%

Risk Management

Scheme Name ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth Kotak ELSS Tax Saver Fund-Scheme-Growth
Standard Deviation 11.92% 13.913%
Sharp 0.72% 0.496%
Beta 0.88% 0.925%
Alpha 1.2% 0.931%

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Fund Managers

Scheme Name ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth Kotak ELSS Tax Saver Fund-Scheme-Growth
Name Mittul Kalawadia Harsha Upadhyaya
Total AUM ₹45730 Cr ₹139411 Cr
Funds Managed 5 11
ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth Kotak ELSS Tax Saver Fund-Scheme-Growth

Market Cap

Scheme Name

ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth

Kotak ELSS Tax Saver Fund-Scheme-Growth

Others 2.93 0.47
Large Cap 74.86 67.49
Mid Cap 10.6 15.72
Small Cap 11.61 16.32

Sector Allocation

Scheme Name

ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth

Kotak ELSS Tax Saver Fund-Scheme-Growth

Others 2.93 0.4
Petroleum Products 4.16 -
IT - Software 3.43 -
Pharmaceuticals & Biotechnology 9.44 -
Construction 4.57 -
Finance 2.38 -
Banks 24.17 -
Retailing 8.46 -
Diversified FMCG 0.87 -
Chemicals & Petrochemicals 0.09 -
Automobiles 8.65 -
Electrical Equipment 0.98 -
Auto Components 1.48 -
Cement & Cement Products 3.05 -
Ferrous Metals 0.03 -
Leisure Services 1.85 -
Consumer Durables 0.17 -
Commercial Services & Supplies 0.6 -
Textiles & Apparels 0.74 -
Insurance 5.54 -
Entertainment 1.19 -
Oil 1.32 -
Food Products 0.07 -
Telecom - Services 4.93 -
Healthcare Services 2.23 -
Diversified Fmcg 0.22 -
Fertilizers & Agrochemicals 0.26 -
Industrial Products 0.09 -
Transport Services 1.05 -
Beverages 0.3 -
Power 4.01 -
Realty 0.74 -
Communication Services - 3.79
Energy - 5.98
Financial Services - 26.37
Technology - 15.12
Consumer Cyclical - 9.78
Healthcare - 4.3
Consumer Defensive - 4.93
Industrials - 13.07
Basic Materials - 9.32
Utilities - 6.93

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