Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon Kotak ELSS Tax Saver Fund-Scheme-Growth

Invest Now

tortoise-icon HDFC ELSS Tax saver Fund - Growth Plan

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹6201 Cr ₹16525 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 2.48% 2.94%
6 Month 14.81% 15.26%
1 Year -3.54% 2.56%
3 Year 15.1% 21.04%
5 Year 21.17% 25.16%

SIP Return Analysis

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth HDFC ELSS Tax saver Fund - Growth Plan
6 Month 3.22% 4.07%
1 Year 8.3% 14.05%
3 Year 14.04% 20.56%
5 Year 15.5% 21.38%

Rolling Lumpsum Returns

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth HDFC ELSS Tax saver Fund - Growth Plan
1 Year 12.35% 17.03%
3 Year 13.3% 15.38%
5 Year 13.28% 15.1%

Risk Management

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth HDFC ELSS Tax saver Fund - Growth Plan
Standard Deviation 12.90% 11.49%
Sharp 0.64% 1.16%
Beta 0.92% 0.86%
Alpha 1.52% 7.12%

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 4.19 6.64
Large Cap 71.77 77.83
Mid Cap 16.29 4.44
Small Cap 7.75 11.09

Sector Allocation

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

HDFC ELSS Tax saver Fund - Growth Plan
Others 0.63 6.07
Communication Services 4.52 4.55
Energy 6.51 1.19
Financial Services 30.04 42.46
Technology 10.04 5.21
Consumer Cyclical 10.34 16.05
Healthcare 4.43 9.73
Consumer Defensive 4.75 0.81
Industrials 12.83 5.69
Basic Materials 10.18 6
Utilities 5.73 1.76
Real Estate - 0.49

Top Comparisons

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

3Y Returns20.35%

VS

Axis Nifty 100 Index Fund - Regular Plan - Growth Option Axis Nifty 100 Index Fund - Regular Plan - Growth Option

3Y Returns12.13%

Compare Now

UTI Medium Duration Fund - Regular Plan - Growth Option UTI Medium Duration Fund - Regular Plan - Growth Option

3Y Returns6.74%

VS

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

3Y Returns5.62%

Compare Now

DSP India T.I.G.E.R. Fund - Regular Plan - Growth DSP India T.I.G.E.R. Fund - Regular Plan - Growth

3Y Returns24.82%

VS

HSBC Infrastructure Fund - Regular Growth HSBC Infrastructure Fund - Regular Growth

3Y Returns21.15%

Compare Now

BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN

3Y Returns16.78%

VS

Nippon India Multi Cap Fund-Growth Plan-Bonus Option Nippon India Multi Cap Fund-Growth Plan-Bonus Option

3Y Returns25.99%

Compare Now
Close
Popup Image
Welcome Back
Forgot Password?
Show Password
Register for Exclusive Access!
Show Password
Something Went Wrong...! Try Again.
Forgot Password?
Add to Cart Successfully