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

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

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tortoise-icon 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) ₹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 0.71% 0.12%
6 Month -0.98% 2.64%
1 Year -0.44% 7.01%
3 Year 21.47% 24.53%
5 Year 22.66% 24.86%

SIP Return Analysis

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth DSP ELSS Tax Saver Fund - Regular Plan - Growth
6 Month 6.03% 5.43%
1 Year 3.13% 5.99%
3 Year 15.93% 21.17%
5 Year 17.33% 20.54%

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% 14.16%
Sharp 0.85% 1.01%
Beta 0.92% 0.95%
Alpha 1.82% 4.04%

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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 0.47 6.51
Large Cap 67.49 63.15
Mid Cap 15.72 17.74
Small Cap 16.32 12.6

Sector Allocation

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

DSP ELSS Tax Saver Fund - Regular Plan - Growth

Others 0.4 6.51
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 -
Telecom - Services - 5.48
IT - Software - 5.79
Cement & Cement Products - 1.62
Construction - 4.03
Finance - 3.61
Consumer Durables - 2.99
Petroleum Products - 3.26
Diversified FMCG - 3.55
Non - Ferrous Metals - 1.24
Pharmaceuticals & Biotechnology - 7.88
Banks - 28.08
Healthcare Services - 2.29
Chemicals & Petrochemicals - 2.05
Automobiles - 3.63
Transport Services - 0.68
Insurance - 3.51
Gas - 1.91
Fertilizers & Agrochemicals - 0.89
Industrial Products - 0.43
Oil - 1.1
Auto Components - 3.67
Personal Products - 1.63
Power - 2.08
Ferrous Metals - 1.06
Textiles & Apparels - 1.03

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