Kotak ELSS Tax Saver Fund vs Quant ELSS Tax Saver Fund Regular Plan compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
Quant ELSS Tax Saver Fund Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Fund | Kotak ELSS Tax Saver Fund-Scheme-Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6449 Cr | ₹10279 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 23 Nov 2005 | 31 Mar 2000 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 14.27% | % |
| Expense Ratio | 1.77 | 1.71 |
| Manager | Harsha Upadhyaya | Vasav Sahgal |
| ISIN Code | INF174K01369 | INF966L01135 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 1 Month | -0.01% | 0.2% |
| 6 Month | 2.57% | 4.62% |
| 1 Year | -1.67% | 3.3% |
| 3 Year | 14.52% | 13.81% |
| 5 Year | 17.48% | 23.42% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.14% | 3.04% |
| 1 Year | 11.26% | 17.5% |
| 3 Year | 12.19% | 12.69% |
| 5 Year | 14% | 15.57% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.01% | 16.83% |
| 3 Year | 13.64% | 17.78% |
| 5 Year | 13.56% | 17.55% |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.63% | 17.25% |
| Sharp | 0.66% | 0.536% |
| Beta | 0.92% | 1.135% |
| Alpha | 0.40% | 0.439% |
Fund Managers
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Vasav Sahgal |
| Total AUM | ₹139411 Cr | ₹46505 Cr |
| Funds Managed | 11 | 21 |
| Kotak ELSS Tax Saver Fund-Scheme-Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
Market Cap
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Others | 5.94 | 12.54 |
| Large Cap | 70.04 | 74.24 |
| Mid Cap | 16.29 | 7.84 |
| Small Cap | 7.74 | 5.38 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Others | 1.96 | 3.25 |
| Communication Services | 4.37 | - |
| Energy | 6.87 | 12.92 |
| Financial Services | 30.49 | 24 |
| Technology | 9.92 | 1.39 |
| Consumer Cyclical | 11.78 | 9.58 |
| Healthcare | 5.21 | 6.98 |
| Consumer Defensive | 4.87 | 4.31 |
| Industrials | 10.95 | 11.52 |
| Basic Materials | 9.76 | 4.84 |
| Utilities | 3.82 | 17.97 |
| Real Estate | - | 3.25 |
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