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) ₹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

Trailing Lumpsum Returns

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth HDFC ELSS Tax saver Fund - Growth Plan
1 Month 4.03% 5.85%
6 Month 24.35% 22.01%
1 Year 40.97% 47.38%
3 Year 21.4% 26.75%
5 Year 20.56% 19.77%

SIP Return Analysis

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth HDFC ELSS Tax saver Fund - Growth Plan
6 Month - -
1 Year - -
3 Year 22.73% 31.86%
5 Year 59.9% 69.68%

Rolling Lumpsum Returns

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth HDFC ELSS Tax saver Fund - Growth Plan
1 Year 22.73% 23.59%
3 Year 58.61% 66.76%
5 Year - -

Risk Management

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth HDFC ELSS Tax saver Fund - Growth Plan
Standard Deviation 11.32% 11.39%
Sharp 1.24% 1.58%
Beta 0.83% 0.86%
Alpha 3.95% 7.59%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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

Large Cap 61.91 77.99
Mid Cap 23.82 6.55
Small Cap 12.53 5.69
Others 1.74 9.77

Sector Allocation

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

Top Comparisons

ICICI Prudential Value Discovery Fund - Growth ICICI Prudential Value Discovery Fund - Growth

3Y Returns25.32%

VS

Nippon India Value Fund- Growth Plan Nippon India Value Fund- Growth Plan

3Y Returns26.42%

Compare Now

ITI Mid Cap Fund Regular - Growth ITI Mid Cap Fund Regular - Growth

3Y Returns24.41%

VS

HSBC Midcap Fund - Regular Growth HSBC Midcap Fund - Regular Growth

3Y Returns25%

Compare Now

Aditya Birla Sun Life Multi-Index Fund Of Fund-Regular Growth Aditya Birla Sun Life Multi-Index Fund Of Fund-Regular Growth

3Y Returns0%

VS

Tata Gold ETF Fund of Fund - Regular (G) Tata Gold ETF Fund of Fund - Regular (G)

3Y Returns0%

Compare Now

Kotak Gold Fund Growth Kotak Gold Fund Growth

3Y Returns13.96%

VS

INVESCO INDIA GOLD ETF FUND OF FUND- Growth INVESCO INDIA GOLD ETF FUND OF FUND- Growth

3Y Returns14.6%

Compare Now
Request call back
Add to Cart Successfully