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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) | ₹6355 Cr | ₹16981 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 | -2.38% | -3.14% |
| 6 Month | 13.57% | 10.84% |
| 1 Year | -4.96% | -4.4% |
| 3 Year | 15.69% | 18.77% |
| 5 Year | 19.89% | 21.75% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.17% | -1.68% |
| 1 Year | 0.15% | -0.5% |
| 3 Year | 12.21% | 16.13% |
| 5 Year | 14.78% | 17.39% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.35% | 14.04% |
| 3 Year | 13.3% | 16.42% |
| 5 Year | 13.28% | 15.92% |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.81% | 12.57% |
| Sharp | 0.82% | 1.05% |
| Beta | 0.92% | 0.94% |
| Alpha | 1.93% | 3.08% |
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 | 4.19 | 6.33 |
| Large Cap | 71.77 | 63.25 |
| Mid Cap | 16.29 | 16.66 |
| Small Cap | 7.75 | 13.76 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.63 | 3.88 |
| Communication Services | 4.52 | 4.66 |
| Energy | 6.51 | 4.51 |
| Financial Services | 30.04 | 36.23 |
| Technology | 10.04 | 7.33 |
| Consumer Cyclical | 10.34 | 9.99 |
| Healthcare | 4.43 | 10.59 |
| Consumer Defensive | 4.75 | 5.13 |
| Industrials | 12.83 | 5.23 |
| Basic Materials | 10.18 | 8.79 |
| Utilities | 5.73 | 3.65 |
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