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
Overview
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) | ₹5893 Cr | ₹15413 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 23 Nov 2005 | 02 Apr 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 | 1.77 | 1.7 |
Manager | Harsha Upadhyaya | Dhruv Muchhal |
ISIN Code | INF174K01369 | INF179K01BB8 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | HDFC ELSS Tax saver Fund - Growth Plan |
---|---|---|
1 Month | 3.53% | 4.38% |
6 Month | -4.74% | 1.61% |
1 Year | 2.77% | 13.41% |
3 Year | 15.93% | 22.8% |
5 Year | 23.16% | 27.35% |
SIP Return Analysis
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | HDFC ELSS Tax saver Fund - Growth Plan |
---|---|---|
6 Month | 0.66% | 4.15% |
1 Year | -6.57% | 4.51% |
3 Year | 14.84% | 22.7% |
5 Year | 17.06% | 23.41% |
Rolling Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | HDFC ELSS Tax saver Fund - Growth Plan |
---|---|---|
1 Year | 13.07% | 17.75% |
3 Year | 12.97% | 15.14% |
5 Year | 13.04% | 14.93% |
Risk Management
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | HDFC ELSS Tax saver Fund - Growth Plan |
---|---|---|
Standard Deviation | 13.913% | 12.311% |
Sharp | 0.496% | 1.077% |
Beta | 0.925% | 0.848% |
Alpha | 0.931% | 7.78% |
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Fund Managers
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 |
Funds Managed | 11 | 40 |
Kotak ELSS Tax Saver Fund-Scheme-Growth | HDFC ELSS Tax saver Fund - Growth Plan |
Market Cap
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
HDFC ELSS Tax saver Fund - Growth Plan |
---|---|---|
Others | 0.47 | 7.25 |
Large Cap | 67.49 | 75.98 |
Mid Cap | 15.72 | 6.34 |
Small Cap | 16.32 | 10.42 |
Sector Allocation
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
HDFC ELSS Tax saver Fund - Growth Plan |
---|---|---|
Others | 0.4 | 6.95 |
Communication Services | 3.79 | 5.85 |
Energy | 5.98 | 0.59 |
Financial Services | 26.37 | 40.82 |
Technology | 15.12 | 6.67 |
Consumer Cyclical | 9.78 | 13.5 |
Healthcare | 4.3 | 10.74 |
Consumer Defensive | 4.93 | 1.02 |
Industrials | 13.07 | 5.95 |
Basic Materials | 9.32 | 5.51 |
Utilities | 6.93 | 1.27 |
Real Estate | - | 1.15 |
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