What is the risk comparison between Kotak ELSS Tax Saver Fund-Scheme-Growth and Parag Parikh Tax Saver Fund Regular - Growth?

Kotak ELSS Tax Saver Fund-Scheme-Growth is equally volatile than Parag Parikh Tax Saver Fund Regular - Growth. Choose a fund based on your risk tolerance and goals.

Kotak ELSS Tax Saver Fund-Scheme-Growth vs Parag Parikh Tax Saver Fund Regular - Growth: Which has better AUM growth?

Kotak ELSS Tax Saver Fund-Scheme-Growth has Rs 6452.11 crore in AUM and Parag Parikh Tax Saver Fund Regular - Growth has Rs 5914.69 crore. A larger, growing AUM shows that investors trust the fund and indicates stability.

Which fund has a lower expense ratio, Kotak ELSS Tax Saver Fund-Scheme-Growth or Parag Parikh Tax Saver Fund Regular - Growth?

Kotak ELSS Tax Saver Fund-Scheme-Growth has an expense ratio of 1.77% and Parag Parikh Tax Saver Fund Regular - Growth has 1.73%. Parag Parikh Tax Saver Fund Regular - Growth has a lower ratio, which means it can give better net returns.

Kotak ELSS Tax Saver Fund-Scheme-Growth or Parag Parikh Tax Saver Fund Regular - Growth: Which beats its benchmark more consistently?

Kotak ELSS Tax Saver Fund-Scheme-Growth has outperformed the benchmark more consistently with an average of 15.72% over 5 years than Parag Parikh Tax Saver Fund Regular - Growth with 15.95%. Parag Parikh Tax Saver Fund Regular - Growth has performed better against its benchmark.

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

Compare Up to 4 FundsFree Analysis

Kotak ELSS Tax Saver Fund-Scheme-Growth

ELSSvery high Risk

Parag Parikh Tax Saver Fund Regular - Growth

ELSSvery high Risk

Our Verdict

Detailed analysis of historical returns and portfolio quality for smart mutual fund choices.

Returns (5Y)

16.42 %

Expense Ratio

1.77 %

The trade-off:

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Returns (5Y)

17.35 %

Expense Ratio

1.73 %

The trade-off:

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METRICS

Kotak ELSS Tax Saver Fund-Scheme-Growth

Parag Parikh Tax Saver Fund Regular - Growth

Basic Overview

Current NAV

₹ 114.89

₹ 30.88

Benchmark

NIFTY 500 TRI

Fund Size (AUM)

₹6452 Cr

₹5915 Cr

Expense Ratio

1.77%

1.73%

Launch Date

23 Nov 2005

24 Jul 2019

SIP Returns

1 Year Return

9.31%

5.24%

3 Year Return

10.67%

11.87%

5 Year Return

13.25%

14.60%

Since Inception

13.66%

23.09%

Trailing Returns

1 Month Return

-1.19%

-2.77%

3 Month Return

-0.70%

-3.01%

1 Year Return

6.92%

4.24%

3 Year Return

15.99%

15.70%

5 Year Return

16.42%

17.35%

Rolling Returns

1 Year Return

3 Year Return

5 Year Return

Risk Metrics (Standard)

Alpha

-0.69

3.65

Beta

0.93

0.65

Sharpe Ratio

0.75

1.18

Standard Deviation

11.32

9.65

Investment & Taxes

Min SIP Amount

₹ 500

₹ 1,000

Min Lumpsum

₹ 500

Exit Load

Data not available./365

Lock In

~3 Yr

Portfolio Market Cap

Portfolio Sectors

Advanced Investor Insights

Go deeper than returns, see how these funds hold up in market crashes, downturns and challenging economic times.

Defense ScoreAbility to resist market falls

Kotak ELSS Tax Saver Fund-Scheme-Growth3 /100

Outstanding protection during market downturns.

Parag Parikh Tax Saver Fund Regular - Growth3 /100

More vulnerable during market declines.

Kotak ELSS Tax Saver Fund-Scheme-Growth3 /100

Outstanding protection during market downturns.

Parag Parikh Tax Saver Fund Regular - Growth3 /100

More vulnerable during market declines.

Worst CaseMax loss in a single year (Since Inception)

Kotak ELSS Tax Saver Fund-Scheme-Growth0.0%

Parag Parikh Tax Saver Fund Regular - Growth0.0%

Note: This shows the biggest drop the fund has ever seen in a calendar year. High returns often come with bigger drops.

Recovery SpeedHow fast it bounces back

Kotak ELSS Tax Saver Fund-Scheme-Growthslow

Parag Parikh Tax Saver Fund Regular - Growthslow

Pro Tip: Funds with "Excellent" recovery are better for short-term goals, as you're less likely to be stuck in a loss when you need money.

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Annual Performance History

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MONTHLY INVESTMENT

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₹ 50k

TENURE

Years

Projected Wealth

Investment Amount : ₹ 50,000

Tenure : 5 Yrs.

₹0+0.00%

Premium Fund Performance Hidden

₹0+0.00%

Unlock to view SIP projections

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Note: SIP value calculations are based on historical NAV data of funds.

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

Kotak ELSS Tax Saver Fund-Scheme-Growth had a 5-year average annual growth rate of 16.42%, while Parag Parikh Tax Saver Fund Regular - Growth's was 17.35%. Parag Parikh Tax Saver Fund Regular - Growth is better for long-term growth.