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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) | ₹6355 Cr | ₹5538 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 | -1.34% | 0.41% |
| 6 Month | 11.6% | 8.78% |
| 1 Year | -1.42% | 7.12% |
| 3 Year | 15.64% | 18.45% |
| 5 Year | 20.87% | 22.31% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.82% | 2.87% |
| 1 Year | 2.06% | 7.44% |
| 3 Year | 13.16% | 16.74% |
| 5 Year | 15.27% | 17.86% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Year | 12.35% | 22.57% |
| 3 Year | 13.3% | 22.15% |
| 5 Year | 13.28% | 24.48% |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.81% | 9.65% |
| Sharp | 0.82% | 1.24% |
| Beta | 0.92% | 0.66% |
| Alpha | 1.93% | 5.77% |
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 | 4.19 | 15.23 |
| Large Cap | 71.77 | 71.06 |
| Mid Cap | 16.29 | 1.27 |
| Small Cap | 7.75 | 12.44 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 0.63 | 15.23 |
| Communication Services | 4.52 | 3.62 |
| Energy | 6.51 | 5.58 |
| Financial Services | 30.04 | 29.49 |
| Technology | 10.04 | 11.22 |
| Consumer Cyclical | 10.34 | 15.94 |
| Healthcare | 4.43 | 4.36 |
| Consumer Defensive | 4.75 | 7 |
| Industrials | 12.83 | 1 |
| Basic Materials | 10.18 | 0.59 |
| Utilities | 5.73 | 5.97 |
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