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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) ₹6148 Cr ₹4274 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 1.76 1.72
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 -5.76% -1.38%
6 Month -9.55% -1.04%
1 Year 7.98% 11.67%
3 Year 13.5% 16.05%
5 Year 16.49% 21.58%

SIP Return Analysis

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Parag Parikh Tax Saver Fund Regular - Growth
6 Month - -
1 Year -5.05% 7.52%
3 Year 15.54% 19.2%
5 Year 18.21% 21.26%

Rolling Lumpsum Returns

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Parag Parikh Tax Saver Fund Regular - Growth
1 Year 13.07% 25.21%
3 Year 12.97% 22.41%
5 Year 13.04% 23.68%

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 0.8% 1.4%
Beta 0.87% 0.66%
Alpha 2.68% 5.01%

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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
Fund Manage 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 1.47 17.59
Large Cap 67.31 64.26
Mid Cap 14.06 7.5
Small Cap 17.14 10.65

Sector Allocation

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

Parag Parikh Tax Saver Fund Regular - Growth

Others 1.47 10.54
Telecom - Services 2.7 -
Petroleum Products 6.29 -
Finance 1.91 -
IT - Software 12.21 -
Pharmaceuticals & Biotechnology 4.34 -
Personal Products 1.67 -
Construction 7.51 -
Banks 19.62 -
Diversified FMCG 2.16 -
Non - Ferrous Metals 0.67 -
Cement & Cement Products 3.04 -
Aerospace & Defense 1.28 -
Electrical Equipment 1.05 -
Industrial Products 0.93 -
Gas 2.8 -
Automobiles 2.03 -
Fertilizers & Agrochemicals 1.56 -
Consumer Durables 1.61 -
Textiles & Apparels 0.46 -
Auto Components 3.5 -
Chemicals & Petrochemicals 4.8 -
Entertainment 0.98 -
Power 4.94 -
Ferrous Metals 1.5 -
Retailing 1.81 -
Capital Markets 4.01 -
Industrial Manufacturing 2.13 -
Beverages 1 -
Financial - 36.57
Technology - 13.73
Healthcare - 3.51
Services - 2.08
Consumer Staples - 6.76
Energy - 7.26
Capital Goods - 0.23
Automobile - 11.08
Materials - 6.44
Metals & Mining - 1.8

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