Kotak ELSS Tax Saver Fund vs DSP ELSS Tax Saver Fund compare

Kotak ELSS Tax Saver Fund vs DSP ELSS Tax Saver Fund compare

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Kotak ELSS Tax Saver Fund-Scheme-Growth

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DSP ELSS Tax Saver Fund - Regular Plan - Growth

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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	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)	₹6278 Cr	₹16749 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	0.81%	2.63%
6 Month	5.01%	5.28%
1 Year	4.27%	7.96%
3 Year	15.13%	19.44%
5 Year	18.97%	21.63%

SIP Return Analysis

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	DSP ELSS Tax Saver Fund - Regular Plan - Growth
6 Month	0.82%	1.95%
1 Year	8.6%	10.34%
3 Year	12.28%	16.79%
5 Year	14.18%	17.1%

Rolling Lumpsum Returns

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	DSP ELSS Tax Saver Fund - Regular Plan - Growth
1 Year	12.08%	13.87%
3 Year	13.6%	16.69%
5 Year	13.53%	16.04%

Risk Management

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	DSP ELSS Tax Saver Fund - Regular Plan - Growth
Standard Deviation	12.65%	12.57%
Sharp	0.69%	0.98%
Beta	0.91%	0.96%
Alpha	0.07%	2.6%

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	6.25	5.08
Large Cap	69.53	65.66
Mid Cap	16.46	15.94
Small Cap	7.76	13.32

Sector Allocation

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	DSP ELSS Tax Saver Fund - Regular Plan - Growth
Others	2.96	2.76
Communication Services	4.29	4.59
Energy	6.77	4.74
Financial Services	30.3	36.88
Technology	10.04	8.06
Consumer Cyclical	11.2	10.04
Healthcare	4.61	10.06
Consumer Defensive	5.01	5
Industrials	10.97	4.96
Basic Materials	9.77	9
Utilities	4.1	3.91

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