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Kotak ELSS Tax Saver Fund vs Edelweiss ELSS Tax saver Fund compare

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

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tortoise-icon Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

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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 Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Fund Kotak ELSS Tax Saver Fund-Scheme-Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5893 Cr ₹383 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 23 Nov 2005 30 Dec 2008
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 14.27% 57%
Expense Ratio 1.77 2.35
Manager Harsha Upadhyaya Trideep Bhattacharya
ISIN Code INF174K01369 INF754K01517
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Month 1.65% 2.95%
6 Month -5.48% -3.98%
1 Year -1.21% 4.01%
3 Year 20.69% 20.31%
5 Year 23.49% 22.23%

SIP Return Analysis

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
6 Month 6.74% 7.91%
1 Year 2.09% 5.45%
3 Year 15.32% 16.48%
5 Year 16.89% 16.33%

Rolling Lumpsum Returns

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Year 12.67% 12.12%
3 Year 13.12% 13.49%
5 Year 13.21% 13.58%

Risk Management

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Standard Deviation 13.913% 13.32%
Sharp 0.496% 0.526%
Beta 0.925% 0.938%
Alpha 0.931% -0.306%

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Fund Managers

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Name Harsha Upadhyaya Trideep Bhattacharya
Total AUM ₹139411 Cr ₹0 Cr
Funds Managed 11 9
Kotak ELSS Tax Saver Fund-Scheme-Growth Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

Others 0.47 4.15
Large Cap 67.49 63.86
Mid Cap 15.72 18.34
Small Cap 16.32 13.66

Sector Allocation

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

Others 0.4 3.06
Communication Services 3.79 3.11
Energy 5.98 6.33
Financial Services 26.37 33.47
Technology 15.12 12.37
Consumer Cyclical 9.78 9.54
Healthcare 4.3 8
Consumer Defensive 4.93 4.92
Industrials 13.07 11.24
Basic Materials 9.32 4.18
Utilities 6.93 2.22
Real Estate - 1.56

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