Kotak ELSS Tax Saver Fund vs NIPPON INDIA ELSS TAX SAVER FUND compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
Chart Comparison
Overview
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
Fund | Kotak ELSS Tax Saver Fund-Scheme-Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5893 Cr | ₹14449 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 23 Nov 2005 | 21 Sep 2005 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 14.27% | 23% |
Expense Ratio | 1.77 | 1.71 |
Manager | Harsha Upadhyaya | Ashutosh Bhargava |
ISIN Code | INF174K01369 | INF204K01GK4 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
1 Month | 7.61% | 6.83% |
6 Month | -0.7% | 0.94% |
1 Year | 5.84% | 9.49% |
3 Year | 19.61% | 21.01% |
5 Year | 24.55% | 26.18% |
SIP Return Analysis
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
6 Month | 0.24% | 1.36% |
1 Year | -7.34% | -5.19% |
3 Year | 13.32% | 15.21% |
5 Year | 15.89% | 17.54% |
Rolling Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
1 Year | 13.07% | 11.69% |
3 Year | 12.97% | 12% |
5 Year | 13.04% | 13.09% |
Risk Management
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
Standard Deviation | 13.913% | 12.81% |
Sharp | 0.496% | 0.74% |
Beta | 0.925% | 0.99% |
Alpha | 0.931% | 1.46% |
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Fund Managers
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
Name | Harsha Upadhyaya | Ashutosh Bhargava |
Total AUM | ₹139411 Cr | ₹121448 Cr |
Funds Managed | 11 | 12 |
Kotak ELSS Tax Saver Fund-Scheme-Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Market Cap
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
Others | 0.47 | 0.76 |
Large Cap | 67.49 | 68.78 |
Mid Cap | 15.72 | 14.51 |
Small Cap | 16.32 | 15.95 |
Sector Allocation
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
Others | 0.4 | 0.76 |
Communication Services | 3.79 | - |
Energy | 5.98 | - |
Financial Services | 26.37 | - |
Technology | 15.12 | - |
Consumer Cyclical | 9.78 | - |
Healthcare | 4.3 | - |
Consumer Defensive | 4.93 | - |
Industrials | 13.07 | - |
Basic Materials | 9.32 | - |
Utilities | 6.93 | - |
Telecom - Services | - | 3.55 |
Petroleum Products | - | 2.75 |
Electrical Equipment | - | 1.32 |
Industrial Products | - | 3.26 |
IT - Software | - | 5.21 |
Construction | - | 3.15 |
Finance | - | 8.98 |
Banks | - | 23.83 |
Leisure Services | - | 1.87 |
Pharmaceuticals & Biotechnology | - | 2.68 |
Healthcare Services | - | 1.32 |
Cement & Cement Products | - | 2.73 |
Capital Markets | - | 3.04 |
Chemicals & Petrochemicals | - | 1.54 |
Power | - | 6.57 |
Automobiles | - | 1.84 |
Insurance | - | 4.57 |
Diversified FMCG | - | 1.17 |
Consumer Durables | - | 2.4 |
Entertainment | - | 0.63 |
Agricultural Food & other Products | - | 0.98 |
Retailing | - | 3.14 |
Auto Components | - | 3.53 |
Diversified | - | 0.98 |
Consumable Fuels | - | 1.88 |
Transport Services | - | 1.78 |
Beverages | - | 4.54 |
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