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

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tortoise-icon Kotak ELSS Tax Saver Fund-Scheme-Growth

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tortoise-icon 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

Trailing Lumpsum Returns

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Parag Parikh Tax Saver Fund Regular - Growth
1 Month -1.39% -0.43%
6 Month - -1.01%
1 Year 1.4% 5.5%
3 Year 15.54% 17.46%
5 Year 17.06% 18.48%

SIP Return Analysis

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Parag Parikh Tax Saver Fund Regular - Growth
6 Month 1.17% 0.47%
1 Year 8.99% 5.78%
3 Year 11.51% 13.23%
5 Year 13.82% 15.48%

Rolling Lumpsum Returns

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Parag Parikh Tax Saver Fund Regular - Growth
1 Year 11.96% 20.5%
3 Year 13.68% 21.82%
5 Year 13.59% 23.25%

Risk Management

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Parag Parikh Tax Saver Fund Regular - Growth
Standard Deviation 11.32% 9.38%
Sharp 0.73% 0.95%
Beta 0.92% 0.66%
Alpha 0.01% 3.20%

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 6.67 14.71
Large Cap 70.66 70.72
Mid Cap 15.75 0.97
Small Cap 6.92 13.59

Sector Allocation

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

Parag Parikh Tax Saver Fund Regular - Growth
Others 1.46 13.88
Communication Services 4.4 3.82
Energy 6.81 5.26
Financial Services 30.53 35.09
Technology 9.85 11.13
Consumer Cyclical 11.78 9.48
Healthcare 5.22 4.2
Consumer Defensive 6.27 8.38
Industrials 10.36 2.28
Basic Materials 9.69 0.49
Utilities 3.62 5.99

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