Kotak ELSS Tax Saver Fund vs Quant ELSS Tax Saver Fund Regular Plan compare

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tortoise-icon Kotak ELSS Tax Saver Fund-Scheme-Growth

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tortoise-icon Quant ELSS Tax Saver Fund Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹6148 Cr ₹10980 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 1.76 1.72
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 -4.12% -3.16%
6 Month -7.98% -17.8%
1 Year 9.86% -5.83%
3 Year 13.41% 12.89%
5 Year 16.89% 28.34%

SIP Return Analysis

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Quant ELSS Tax Saver Fund Regular Plan-Growth
6 Month - -
1 Year -5.05% -20.47%
3 Year 15.54% 12.49%
5 Year 18.21% 22.27%

Rolling Lumpsum Returns

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Quant ELSS Tax Saver Fund Regular Plan-Growth
1 Year 13.07% 16.79%
3 Year 12.97% 17.91%
5 Year 13.04% 17.67%

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 0.8% 1.13%
Beta 0.87% 0.97%
Alpha 2.68% 4.61%

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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
Fund Manage 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 1.47 8.33
Large Cap 67.31 80.76
Mid Cap 14.06 5.33
Small Cap 17.14 5.59

Sector Allocation

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

Quant ELSS Tax Saver Fund Regular Plan-Growth

Others 1.47 8.41
Telecom - Services 2.7 -
Petroleum Products 6.29 9.85
Finance 1.91 10.53
IT - Software 12.21 -
Pharmaceuticals & Biotechnology 4.34 8.97
Personal Products 1.67 -
Construction 7.51 6.76
Banks 19.62 -
Diversified FMCG 2.16 6.24
Non - Ferrous Metals 0.67 -
Cement & Cement Products 3.04 5.74
Aerospace & Defense 1.28 -
Electrical Equipment 1.05 -
Industrial Products 0.93 -
Gas 2.8 0.64
Automobiles 2.03 -
Fertilizers & Agrochemicals 1.56 0.16
Consumer Durables 1.61 0.93
Textiles & Apparels 0.46 -
Auto Components 3.5 9.17
Chemicals & Petrochemicals 4.8 1.35
Entertainment 0.98 -
Power 4.94 13.81
Ferrous Metals 1.5 -
Retailing 1.81 -
Capital Markets 4.01 -
Industrial Manufacturing 2.13 -
Beverages 1 2.21
Insurance - 7.99
Commercial Services & Supplies - 0.33
Food Products - 6.92

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