Kotak ELSS Tax Saver Fund vs Edelweiss ELSS Tax saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹6266 Cr | ₹412 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 | 3.67% | 3.7% |
6 Month | 1.53% | 1.83% |
1 Year | -0.03% | 2.48% |
3 Year | 21.51% | 20.71% |
5 Year | 23.04% | 21.68% |
SIP Return Analysis
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 10.39% | 10.28% |
1 Year | 10.89% | 11.89% |
3 Year | 17.21% | 17.81% |
5 Year | 17.95% | 17.08% |
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 | 13.82% | 14.02% |
Sharp | 0.85% | 0.78% |
Beta | 0.92% | 0.95% |
Alpha | 1.82% | 0.59% |
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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 | 1.51 | 3.72 |
Large Cap | 73.94 | 65.19 |
Mid Cap | 16.54 | 18.44 |
Small Cap | 8.01 | 12.65 |
Sector Allocation
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.43 | 1.54 |
Communication Services | 4.55 | 3.79 |
Energy | 6.53 | 6.51 |
Financial Services | 29.16 | 36.52 |
Technology | 10.83 | 11.2 |
Consumer Cyclical | 9.23 | 9.73 |
Healthcare | 4.18 | 8.19 |
Consumer Defensive | 4.46 | 5.12 |
Industrials | 12.59 | 9.02 |
Basic Materials | 10.49 | 4.76 |
Utilities | 6.54 | 2.26 |
Real Estate | - | 1.37 |
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