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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 0.67% -0.58%
6 Month 0.75% -1.31%
1 Year 4.08% 5.95%
3 Year 15.99% 17.5%
5 Year 16.56% 17.91%

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Parag Parikh Tax Saver Fund Regular - Growth
1 Year 11.85% 20.35%
3 Year 13.74% 21.8%
5 Year 13.62% 23.16%

Risk Management

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Parag Parikh Tax Saver Fund Regular - Growth
Standard Deviation 11.32% 9.65%
Sharp 0.73% 1.04%
Beta 0.92% 0.66%
Alpha 0.01% 3.2%

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 13.87
Large Cap 70.66 70.74
Mid Cap 15.75 1.86
Small Cap 6.92 13.53

Sector Allocation

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

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