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) | ₹6516 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 | -0.36% | 0.04% |
| 6 Month | 0.32% | 2.04% |
| 1 Year | 1.66% | 7.19% |
| 3 Year | 15.38% | 15.3% |
| 5 Year | 16.86% | 22.28% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.17% | 2.66% |
| 1 Year | 8.99% | 13.93% |
| 3 Year | 11.51% | 11.83% |
| 5 Year | 13.82% | 15.21% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 1 Year | 11.96% | 16.79% |
| 3 Year | 13.68% | 17.74% |
| 5 Year | 13.59% | 17.57% |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 11.32% | 15.87% |
| Sharp | 0.73% | 0.57% |
| Beta | 0.92% | 1.16% |
| Alpha | 0.01% | -2.37% |
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 | 6.67 | 10.7 |
| Large Cap | 70.66 | 77.4 |
| Mid Cap | 15.75 | 6.99 |
| Small Cap | 6.92 | 4.91 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Others | 1.46 | 1.98 |
| Communication Services | 4.4 | - |
| Energy | 6.81 | 11.89 |
| Financial Services | 30.53 | 24.08 |
| Technology | 9.85 | 4.24 |
| Consumer Cyclical | 11.78 | 10.2 |
| Healthcare | 5.22 | 6.02 |
| Consumer Defensive | 6.27 | 5.59 |
| Industrials | 10.36 | 11.63 |
| Basic Materials | 9.69 | 4.52 |
| Utilities | 3.62 | 16.8 |
| Real Estate | - | 3.05 |
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