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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) | ₹6452 Cr | ₹5915 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 | -2.87% | -3.41% |
| 6 Month | -2.2% | -3.36% |
| 1 Year | 5.45% | 4.44% |
| 3 Year | 14.43% | 15.6% |
| 5 Year | 15.57% | 16.86% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 6 Month | -0.24% | -2.61% |
| 1 Year | 6.88% | 0.35% |
| 3 Year | 10.33% | 11.07% |
| 5 Year | 13.01% | 14.08% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Year | 11.79% | 20.16% |
| 3 Year | 13.77% | 21.76% |
| 5 Year | 13.66% | 23.09% |
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 | 0.75% | 1.18% |
| Beta | 0.93% | 0.65% |
| Alpha | -0.69% | 3.65% |
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 | 8.67 | 14.25 |
| Large Cap | 69.42 | 70.71 |
| Mid Cap | 15.64 | 0.97 |
| Small Cap | 6.27 | 14.07 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 0.85 | 12.78 |
| Communication Services | 4.49 | 3.8 |
| Energy | 7.28 | 5.54 |
| Financial Services | 31.7 | 34.34 |
| Technology | 9.66 | 11.19 |
| Consumer Cyclical | 12.48 | 9.56 |
| Healthcare | 4.96 | 4.15 |
| Consumer Defensive | 5.02 | 8.38 |
| Industrials | 10.08 | 3.66 |
| Basic Materials | 9.84 | 0.49 |
| Utilities | 3.66 | 6.11 |
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