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

Kotak ELSS Tax Saver Fund-Scheme-Growth

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HDFC ELSS Tax saver Fund - Growth Plan

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Overview


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

SIP Return Analysis


1 Month	-	-
6 Month	5.66%	9.33%
1 Year	13.55%	20.22%
3 Year	29.67%	44.04%
5 Year	63.88%	79.51%

Trailing Lumpsum Returns


1 Month	1.38%	0.46%
6 Month	21.51%	23.67%
1 Year	36.37%	43.56%
3 Year	20.58%	26.07%
5 Year	19.25%	18.06%

Rolling Lumpsum Returns


1 Month	-	-
6 Month	-	-
1 Year	19.57%	20.13%
3 Year	53.48%	61.2%
5 Year	74.92%	87.14%

Risk Management


Sharp	1.21%	1.58%
Beta	0.82%	0.87%
Alpha	2.7%	6.97%

Fund Managers


Fund	Kotak ELSS Tax Saver Fund-Scheme-Growth	HDFC ELSS Tax saver Fund - Growth Plan
Name	Harsha Upadhyaya	Dhruv Muchhal
Total AUM	₹131319 Cr	₹478716 Cr
Fund Manage	13	40

Overview SIP Return Analysis Trailing Lumpsum Returns Rolling Lumpsum Returns Risk Management Fund Managers

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

1 Month

- -

6 Month

5.66% 9.33%

1 Year

13.55% 20.22%

3 Year

29.67% 44.04%

5 Year

63.88% 79.51%

1 Month

1.38%% 0.46%%

6 Month

21.51%% 23.67%%

1 Year

36.37%% 43.56%%

3 Year

20.58%% 26.07%%

5 Year

19.25%% 18.06%%

1 Month

-% -%

6 Month

-% -%

1 Year

19.57%% 20.13%%

3 Year

53.48%% 61.2%%

5 Year

74.92%% 87.14%%

Sharp

1.21%% 1.58%%

Beta

0.82%% 0.87%%

Alpha

2.7%% 6.97%%

Fund

Kotak ELSS Tax Saver Fund-Scheme-Growth HDFC ELSS Tax saver Fund - Growth Plan

Name

Harsha Upadhyaya Dhruv Muchhal

Total AUM

₹131319 Cr ₹478716 Cr

Fund Manage

13 40

Navigating the World of Mutual Funds: A Comparative Guide

Investing in mutual funds can be a smart way to diversify your portfolio. With so many options available, understanding the differences between them is crucial. This guide will help you compare mutual funds effectively.

Types of Mutual Funds:

Equity Funds: Ideal for long-term growth, these funds invest in stocks.
Debt Funds: Safer with stable returns, suitable for risk-averse investors.
Hybrid Funds: A mix of equity and debt, offering a balance of risk and reward

Factors to Compare:

Performance History: Look at past performance but remember it’s not a guarantee of future results.
Expense Ratio: Lower expense ratios can lead to higher net returns.
Risk Profile: Understand your risk tolerance and choose funds that align with it.
Fund Manager’s Expertise: A fund manager’s track record can impact fund performance.

Tips for Choosing the Right Fund:

Align funds with your investment goals and timeline.
Diversify to spread risk.
Regularly review and adjust your investments.

Conclusion:

Comparing mutual funds requires a balance of understanding your personal investment goals and analyzing fund characteristics. With careful consideration, you can make informed choices that align with your financial objectives.