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) | ₹6355 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 | -0.38% | -1.39% |
6 Month | 11.61% | 11.7% |
1 Year | -1.46% | -10.31% |
3 Year | 16.37% | 15.31% |
5 Year | 21.11% | 26.73% |
SIP Return Analysis
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
6 Month | 2.82% | 2.45% |
1 Year | 2.06% | -0.35% |
3 Year | 13.16% | 11.03% |
5 Year | 15.27% | 16.64% |
Rolling Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
1 Year | 12.35% | 15.7% |
3 Year | 13.3% | 17.87% |
5 Year | 13.28% | 18.19% |
Risk Management
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
Standard Deviation | 12.81% | 17.25% |
Sharp | 0.82% | 0.536% |
Beta | 0.92% | 1.135% |
Alpha | 1.93% | 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 | 4.19 | 3.64 |
Large Cap | 71.77 | 80.75 |
Mid Cap | 16.29 | 8.99 |
Small Cap | 7.75 | 6.62 |
Sector Allocation
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
Others | 0.63 | 2.93 |
Communication Services | 4.52 | - |
Energy | 6.51 | 15.46 |
Financial Services | 30.04 | 22.76 |
Technology | 10.04 | - |
Consumer Cyclical | 10.34 | 9.82 |
Healthcare | 4.43 | 9.39 |
Consumer Defensive | 4.75 | 4.72 |
Industrials | 12.83 | 9.96 |
Basic Materials | 10.18 | 5.19 |
Utilities | 5.73 | 16.13 |
Real Estate | - | 3.64 |
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