Kotak ELSS Tax Saver Fund vs Parag Parikh Tax Saver Fund Regular compare

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Kotak ELSS Tax Saver Fund-Scheme-Growth

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Parag Parikh Tax Saver Fund Regular - Growth

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Chart Comparison

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

Overview

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Parag Parikh Tax Saver Fund Regular - Growth
Fund	Kotak ELSS Tax Saver Fund-Scheme-Growth	Parag Parikh Tax Saver Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹6516 Cr	₹5867 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹500	₹500
Launch Date	23 Nov 2005	24 Jul 2019
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	14.27%	%
Expense Ratio	1.77	1.73
Manager	Harsha Upadhyaya	Rajeev Thakkar
ISIN Code	INF174K01369	INF879O01092
Exits Load	Data not available./365	Data not available./365

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Parag Parikh Tax Saver Fund Regular - Growth
1 Month	0.59%	-0.56%
6 Month	-1.02%	-1.8%
1 Year	3.11%	4.88%
3 Year	15.43%	17.18%
5 Year	15.88%	17.47%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Parag Parikh Tax Saver Fund Regular - Growth
6 Month	2.53%	1.15%
1 Year	12.82%	7.55%
3 Year	12.24%	13.23%
5 Year	14.07%	15.35%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Parag Parikh Tax Saver Fund Regular - Growth
1 Year	11.83%	20.28%
3 Year	13.76%	21.79%
5 Year	13.64%	23.13%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Parag Parikh Tax Saver Fund Regular - Growth
Standard Deviation	11.32%	9.65%
Sharp	0.75%	1.18%
Beta	0.93%	0.65%
Alpha	-0.69%	3.65%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Parag Parikh Tax Saver Fund Regular - Growth
Name	Harsha Upadhyaya	Rajeev Thakkar
Total AUM	₹139411 Cr	₹0 Cr
Funds Managed	11	5
	Kotak ELSS Tax Saver Fund-Scheme-Growth	Parag Parikh Tax Saver Fund Regular - Growth

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Parag Parikh Tax Saver Fund Regular - Growth
Others	6.67	13.87
Large Cap	70.66	70.74
Mid Cap	15.75	1.86
Small Cap	6.92	13.53

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Parag Parikh Tax Saver Fund Regular - Growth
Others	1.46	13.87
Communication Services	4.4	-
Energy	6.81	-
Financial Services	30.53	-
Technology	9.85	-
Consumer Cyclical	11.78	-
Healthcare	5.22	-
Consumer Defensive	6.27	-
Industrials	10.36	-
Basic Materials	9.69	-
Utilities	3.62	-
IT - Software	-	11.14
Pharmaceuticals & Biotechnology	-	3.86
Capital Markets	-	1.82
Banks	-	20.72
Automobiles	-	8.3
Finance	-	12.55
Telecom - Services	-	3.82
Fertilizers & Agrochemicals	-	0.49
Diversified FMCG	-	5.01
Industrial Products	-	0.2
Commercial Services & Supplies	-	2.28
Healthcare Services	-	0.35
Agricultural Food & other Products	-	2.41
Consumable Fuels	-	5.26
Cigarettes & Tobacco Products	-	0.13
Power	-	5.99
Food Products	-	0.83
Auto Components	-	0.97