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

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Parag Parikh Tax Saver Fund Regular - Growth
1 Month	0.67%	1.39%
6 Month	3.32%	2.25%
1 Year	-1.14%	4.19%
3 Year	14.7%	16.24%
5 Year	17.79%	19.18%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Parag Parikh Tax Saver Fund Regular - Growth
6 Month	2.01%	1.03%
1 Year	12.1%	8.9%
3 Year	12.55%	14.2%
5 Year	14.29%	15.93%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Parag Parikh Tax Saver Fund Regular - Growth
1 Year	12.01%	20.72%
3 Year	13.64%	21.89%
5 Year	13.56%	23.38%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Parag Parikh Tax Saver Fund Regular - Growth
Standard Deviation	12.63%	9.38%
Sharp	0.66%	0.95%
Beta	0.92%	0.66%
Alpha	0.40%	3.20%

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

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Parag Parikh Tax Saver Fund Regular - Growth
Others	1.95	14.44
Large Cap	69.71	71.06
Mid Cap	19.59	0.97
Small Cap	8.75	13.53

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Parag Parikh Tax Saver Fund Regular - Growth
Others	2.58	13.5
Telecom - Services	3.85	-
Petroleum Products	6.87	-
Finance	5.16	-
IT - Software	8.36	-
Retailing	3.68	-
Pharmaceuticals & Biotechnology	4.85	-
Personal Products	1.44	-
Construction	5	-
Banks	24.75	-
Cement & Cement Products	2.75	-
Aerospace & Defense	1.06	-
Consumer Durables	1.29	-
Automobiles	4.47	-
Electrical Equipment	0.69	-
Industrial Products	0.58	-
Fertilizers & Agrochemicals	1.56	-
Food Products	2.49	-
Textiles & Apparels	0.42	-
Auto Components	2.31	-
Chemicals & Petrochemicals	4.06	-
Entertainment	0.52	-
Capital Markets	0.57	-
Transport Services	1.96	-
Power	3.83	-
Ferrous Metals	1.65	-
Industrial Manufacturing	2.31	-
Beverages	0.94	-
Technology	-	10.79
Healthcare	-	4.09
Financial Services	-	35.64
Consumer Cyclical	-	9.39
Basic Materials	-	0.49
Consumer Defensive	-	8.38
Industrials	-	2.35
Communication Services	-	3.72
Energy	-	5.51
Utilities	-	6.13