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) | ₹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 |
Top Comparisons
HDFC Credit Risk Debt Fund - Growth Option
3Y Returns7.53%
SBI Credit Risk Fund - Regular Plan - Growth
3Y Returns8.04%
Kotak Focused Fund- Regular plan _ Growth Option
3Y Returns18.39%
INVESCO INDIA FOCUSED FUND - Growth
3Y Returns22.46%
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
3Y Returns0%
INVESCO INDIA LARGE & MID CAP FUND - Growth
3Y Returns24.36%
Tata ELSS Fund - Regular Plan - Growth Option
3Y Returns16.4%
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
3Y Returns14.75%