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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) | ₹6449 Cr | ₹17241 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 | -0.01% | 0.47% |
| 6 Month | 2.57% | 4.73% |
| 1 Year | -1.67% | 7.25% |
| 3 Year | 14.52% | 20.35% |
| 5 Year | 17.48% | 22.49% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| 6 Month | 1.14% | 2.3% |
| 1 Year | 11.26% | 14.95% |
| 3 Year | 12.19% | 18.35% |
| 5 Year | 14% | 19.78% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| 1 Year | 12.01% | 16.54% |
| 3 Year | 13.64% | 16.35% |
| 5 Year | 13.56% | 15.75% |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 12.63% | 11.17% |
| Sharp | 0.66% | 1.12% |
| Beta | 0.92% | 0.83% |
| Alpha | 0.40% | 5.39% |
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 | 5.94 | 5.97 |
| Large Cap | 70.04 | 78.91 |
| Mid Cap | 16.29 | 4.14 |
| Small Cap | 7.74 | 10.97 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| Others | 1.96 | 5.42 |
| Communication Services | 4.37 | 4.65 |
| Energy | 6.87 | 1.21 |
| Financial Services | 30.49 | 42.42 |
| Technology | 9.92 | 5.12 |
| Consumer Cyclical | 11.78 | 17.06 |
| Healthcare | 5.21 | 9.88 |
| Consumer Defensive | 4.87 | 0.83 |
| Industrials | 10.95 | 5.64 |
| Basic Materials | 9.76 | 6.09 |
| Utilities | 3.82 | 1.68 |
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