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Kotak ELSS Tax Saver Fund vs Parag Parikh Tax Saver Fund Regular compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
Parag Parikh Tax Saver Fund Regular - Growth
Chart Comparison
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) | ₹6201 Cr | ₹5524 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Month | 3.08% | 3.09% |
| 6 Month | 15.81% | 13.31% |
| 1 Year | -3.77% | 4.85% |
| 3 Year | 16.19% | 18.51% |
| 5 Year | 20.63% | 21.43% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 6 Month | 3.22% | 3.91% |
| 1 Year | 8.3% | 12.64% |
| 3 Year | 14.04% | 17.51% |
| 5 Year | 15.5% | 18.12% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Year | 12.35% | 22.57% |
| 3 Year | 13.3% | 22.15% |
| 5 Year | 13.28% | 24.48% |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.90% | 9.79% |
| Sharp | 0.64% | 1.07% |
| Beta | 0.92% | 0.68% |
| Alpha | 1.52% | 5.51% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 4.81 | 14.42 |
| Large Cap | 72.37 | 71.03 |
| Mid Cap | 15.77 | 1.05 |
| Small Cap | 7.05 | 13.49 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 1.12 | 14.42 |
| Communication Services | 4.38 | 3.58 |
| Energy | 6.23 | 5.57 |
| Financial Services | 29.67 | 29.35 |
| Technology | 10.25 | 11.16 |
| Consumer Cyclical | 10.84 | 16.33 |
| Healthcare | 4.31 | 4.33 |
| Consumer Defensive | 4.84 | 7.75 |
| Industrials | 12.79 | 1.01 |
| Basic Materials | 9.87 | 0.54 |
| Utilities | 5.69 | 5.96 |
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