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) | ₹6201 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 | 3.08% | 3.46% |
6 Month | 15.81% | 16.17% |
1 Year | -3.77% | -10.17% |
3 Year | 16.19% | 13.94% |
5 Year | 20.63% | 25.92% |
SIP Return Analysis
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
6 Month | 3.22% | 3.1% |
1 Year | 8.3% | 7.99% |
3 Year | 14.04% | 12.32% |
5 Year | 15.5% | 16.78% |
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 | 12.90% | 17.25% |
Sharp | 0.64% | 0.536% |
Beta | 0.92% | 1.135% |
Alpha | 1.52% | 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 | 4.81 | 3.17 |
Large Cap | 72.37 | 82.29 |
Mid Cap | 15.77 | 8.02 |
Small Cap | 7.05 | 6.52 |
Sector Allocation
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
Others | 1.12 | 1.91 |
Communication Services | 4.38 | - |
Energy | 6.23 | 15.24 |
Financial Services | 29.67 | 23.67 |
Technology | 10.25 | 1.73 |
Consumer Cyclical | 10.84 | 9.51 |
Healthcare | 4.31 | 9 |
Consumer Defensive | 4.84 | 4.63 |
Industrials | 12.79 | 10.17 |
Basic Materials | 9.87 | 5.19 |
Utilities | 5.69 | 15.47 |
Real Estate | - | 3.48 |
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