Kotak ELSS Tax Saver Fund vs HDFC ELSS Tax saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
HDFC ELSS Tax saver Fund - Growth Plan
Chart Comparison
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| Fund | Kotak ELSS Tax Saver Fund-Scheme-Growth | HDFC ELSS Tax saver Fund - Growth Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4393 Cr | ₹13086 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 01 Nov 2005 | 05 Mar 1996 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 14.27% | 36.4% |
| Expense Ratio | 1.79 | 1.74 |
| Manager | Harsha Upadhyaya | Dhruv Muchhal |
| ISIN Code | INF174K01369 | INF179K01BB8 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| 1 Month | 1.44% | 1.69% |
| 6 Month | 24.67% | 21.52% |
| 1 Year | 38.43% | 44.98% |
| 3 Year | 20.82% | 26.07% |
| 5 Year | 22.11% | 21.62% |
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 20.07% | 20.44% |
| 3 Year | 43.72% | 51.61% |
| 5 Year | 82.74% | 94.31% |
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| 1 Year | 23.54% | 24.54% |
| 3 Year | 60.68% | 69.28% |
| 5 Year | 88.7% | 101.07% |
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 11.32% | 11.39% |
| Sharp | 1.17% | 1.54% |
| Beta | 0.82% | 0.85% |
| Alpha | 3.42% | 7.45% |
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| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| Name | Harsha Upadhyaya | Dhruv Muchhal |
| Total AUM | ₹139411 Cr | ₹520687 Cr |
| Fund Manage | 11 | 40 |
| Kotak ELSS Tax Saver Fund-Scheme-Growth | HDFC ELSS Tax saver Fund - Growth Plan |
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| Large Cap | 61.91 | 77.99 |
| Mid Cap | 23.82 | 6.55 |
| Small Cap | 12.53 | 5.69 |
| Others | 1.74 | 9.77 |
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| Automobile | 11.73 | 6.96 |
| Financial | 20.65 | 35.2 |
| Construction | 5.93 | 3.39 |
| Energy | 14.35 | 4.33 |
| Chemicals | 5.26 | - |
| Metals & Mining | 5.32 | 0.79 |
| Technology | 3.65 | 9.85 |
| Consumer Staples | 3.03 | 0.42 |
| Healthcare | 4.07 | 13.1 |
| Capital Goods | 11.98 | 4.05 |
| Materials | 3.31 | - |
| Communication | 2.14 | 5.59 |
| Consumer Discretionary | 2.85 | 0.93 |
| Diversified | 1.38 | - |
| Others | 1.3 | 8.55 |
| Insurance | 0.96 | 4.04 |
| Services | 1.67 | 2.46 |
| Textiles | 0.42 | - |
| Sovereign | - | 0.34 |
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