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

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)	₹6449 Cr	₹5791 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	0.73%	-0.88%
6 Month	3.85%	1.06%
1 Year	5.03%	7.38%
3 Year	15.87%	16.42%
5 Year	19%	20.22%

SIP Return Analysis

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Parag Parikh Tax Saver Fund Regular - Growth
6 Month	1.36%	-0.03%
1 Year	10.07%	7.67%
3 Year	12.78%	14.61%
5 Year	14.49%	16.24%

Rolling Lumpsum Returns

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Parag Parikh Tax Saver Fund Regular - Growth
1 Year	12.08%	20.96%
3 Year	13.6%	21.93%
5 Year	13.53%	23.65%

Risk Management

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Parag Parikh Tax Saver Fund Regular - Growth
Standard Deviation	12.65%	9.37%
Sharp	0.69%	0.98%
Beta	0.91%	0.66%
Alpha	0.07%	3.02%

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	5.94	14.44
Large Cap	70.04	71.06
Mid Cap	16.29	0.97
Small Cap	7.74	13.53

Sector Allocation

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Parag Parikh Tax Saver Fund Regular - Growth
Others	1.96	13.5
Communication Services	4.37	3.72
Energy	6.87	5.51
Financial Services	30.49	35.64
Technology	9.92	10.79
Consumer Cyclical	11.78	9.39
Healthcare	5.21	4.09
Consumer Defensive	4.87	8.38
Industrials	10.95	2.35
Basic Materials	9.76	0.49
Utilities	3.82	6.13

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