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

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)	₹6101 Cr	₹381 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	01 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	1.75	2.34
Manager	Harsha Upadhyaya	Trideep Bhattacharya
ISIN Code	INF174K01369	INF754K01517
Exits Load	Nil/365	Nil/365

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Month	-0.26%	2.51%
6 Month	19.47%	20.36%
1 Year	38.61%	40.42%
3 Year	20.45%	18.58%
5 Year	22.95%	20.41%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	20.07%	16.94%
3 Year	43.72%	36.65%
5 Year	82.74%	67.95%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
1 Year	23.54%	20.92%
3 Year	60.68%	52.22%
5 Year	88.7%	76.54%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Standard Deviation	11.32%	12.15%
Sharp	1.23%	0.93%
Beta	0.82%	0.91%
Alpha	3.07%	-0.58%

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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
Fund Manage	11	9
	Kotak ELSS Tax Saver Fund-Scheme-Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Large Cap	67.91	68.97
Mid Cap	18.12	14.77
Small Cap	13.21	11.27
Others	0.71	4.99

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Banks	21.71	-
Petroleum Products	8.65	-
Construction	7.45	7.74
Power	4.78	-
IT - Software	5.19	-
Auto Components	6.25	-
Chemicals & Petrochemicals	5.39	-
Ferrous Metals	3.39	-
Automobiles	3.28	-
Gas	2.82	-
Diversified FMCG	2.13	-
Pharmaceuticals & Biotechnology	4.08	-
Cement & Cement Products	3.48	-
Aerospace & Defense	1.73	-
Telecom - Services	2.14	-
Consumer Durables	2.87	-
Fertilizers & Agrochemicals	1.31	-
Industrial Manufacturing	1.68	-
Electrical Equipment	2.26	-
Beverages	1.15	-
Industrial Products	3.01	-
Entertainment	0.99	-
Capital Markets	0.91	-
Finance	1.53	-
Non - Ferrous Metals	0.68	-
Others	0.65	1.37
Textiles & Apparels	0.44	-
Financial	-	29.19
Energy	-	6.54
Services	-	5.03
Communication	-	2.41
Technology	-	9.02
Materials	-	4.55
Capital Goods	-	8.99
Healthcare	-	5.85
Automobile	-	9.34
Consumer Staples	-	5.11
Metals & Mining	-	2.49
Consumer Discretionary	-	1.3
Insurance	-	0.64
Chemicals	-	0.43