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) | ₹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 | 1.39% | 1.79% |
| 6 Month | 5.93% | 4.05% |
| 1 Year | 1.06% | 3.16% |
| 3 Year | 16.4% | 20.07% |
| 5 Year | 20.22% | 22.84% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.97% | 1.92% |
| 1 Year | 10.45% | 10.57% |
| 3 Year | 13.8% | 17.95% |
| 5 Year | 15.32% | 18.01% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.21% | 13.91% |
| 3 Year | 13.41% | 16.51% |
| 5 Year | 13.38% | 15.97% |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.76% | 12.57% |
| Sharp | 0.72% | 0.99% |
| Beta | 0.94% | 0.97% |
| Alpha | 0.99% | 2.88% |
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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