Kotak ELSS Tax Saver Fund vs DSP ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
DSP ELSS Tax Saver Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak ELSS Tax Saver Fund-Scheme-Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6266 Cr | ₹16974 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 23 Nov 2005 | 18 Jan 2007 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 14.27% | 35% |
Expense Ratio | 1.77 | 1.64 |
Manager | Harsha Upadhyaya | Rohit Singhania |
ISIN Code | INF174K01369 | INF740K01185 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Month | 3.33% | 2.23% |
6 Month | 0.43% | 2.58% |
1 Year | 0.71% | 6.63% |
3 Year | 21.66% | 24.46% |
5 Year | 23.06% | 25.47% |
SIP Return Analysis
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
6 Month | 10.11% | 8.97% |
1 Year | 9.43% | 11.18% |
3 Year | 17.83% | 22.72% |
5 Year | 18.31% | 21.33% |
Rolling Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Year | 12.67% | 14.37% |
3 Year | 13.12% | 16.32% |
5 Year | 13.21% | 15.83% |
Risk Management
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.82% | 12.57% |
Sharp | 0.85% | 1.05% |
Beta | 0.92% | 0.95% |
Alpha | 1.82% | 3.15% |
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Fund Managers
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Name | Harsha Upadhyaya | Rohit Singhania |
Total AUM | ₹139411 Cr | ₹46862 Cr |
Funds Managed | 11 | 7 |
Kotak ELSS Tax Saver Fund-Scheme-Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 1.51 | 9.78 |
Large Cap | 73.94 | 61.01 |
Mid Cap | 16.54 | 16.21 |
Small Cap | 8.01 | 13 |
Sector Allocation
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 1.43 | 7.25 |
Communication Services | 4.55 | 4.88 |
Energy | 6.53 | 4.25 |
Financial Services | 29.16 | 34.44 |
Technology | 10.83 | 6.64 |
Consumer Cyclical | 9.23 | 9.88 |
Healthcare | 4.18 | 9.92 |
Consumer Defensive | 4.46 | 4.96 |
Industrials | 12.59 | 5.63 |
Basic Materials | 10.49 | 8.38 |
Utilities | 6.54 | 3.76 |
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