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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) | ₹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 | -1.32% | -0.91% |
| 6 Month | 2.98% | 0.67% |
| 1 Year | -0.33% | 3.99% |
| 3 Year | 14.53% | 16.43% |
| 5 Year | 17.03% | 18.64% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 6 Month | -0.28% | -1.17% |
| 1 Year | 7.38% | 4.11% |
| 3 Year | 11.53% | 13.07% |
| 5 Year | 13.87% | 15.37% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Year | 11.96% | 20.5% |
| 3 Year | 13.68% | 21.82% |
| 5 Year | 13.59% | 23.25% |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 11.32% | 9.38% |
| Sharp | 0.73% | 0.95% |
| Beta | 0.92% | 0.66% |
| Alpha | 0.01% | 3.20% |
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 | 14.71 |
| Large Cap | 70.66 | 70.72 |
| Mid Cap | 15.75 | 0.97 |
| Small Cap | 6.92 | 13.59 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 1.46 | 13.88 |
| Communication Services | 4.4 | 3.82 |
| Energy | 6.81 | 5.26 |
| Financial Services | 30.53 | 35.09 |
| Technology | 9.85 | 11.13 |
| Consumer Cyclical | 11.78 | 9.48 |
| Healthcare | 5.22 | 4.2 |
| Consumer Defensive | 6.27 | 8.38 |
| Industrials | 10.36 | 2.28 |
| Basic Materials | 9.69 | 0.49 |
| Utilities | 3.62 | 5.99 |
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