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) | ₹6266 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 | 0.74% | -0.53% |
6 Month | 4.85% | 7.62% |
1 Year | -1.42% | -10.21% |
3 Year | 20.11% | 19.97% |
5 Year | 22.57% | 31.28% |
SIP Return Analysis
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
6 Month | 10.39% | 11.17% |
1 Year | 10.89% | 6.95% |
3 Year | 17.21% | 15.32% |
5 Year | 17.95% | 19.83% |
Rolling Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
1 Year | 12.67% | 16.12% |
3 Year | 13.12% | 17.67% |
5 Year | 13.21% | 18.02% |
Risk Management
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
Standard Deviation | 13.43% | 17.25% |
Sharp | 1.06% | 0.536% |
Beta | 0.92% | 1.135% |
Alpha | 1.81% | 0.439% |
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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 |
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 | 1.51 | 6.37 |
Large Cap | 73.94 | 78.78 |
Mid Cap | 16.54 | 8.21 |
Small Cap | 8.01 | 6.64 |
Sector Allocation
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
Others | 1.43 | 6.37 |
Communication Services | 4.55 | - |
Energy | 6.53 | 16.28 |
Financial Services | 29.16 | 17.91 |
Technology | 10.83 | 0.06 |
Consumer Cyclical | 9.23 | 10.41 |
Healthcare | 4.18 | 8.2 |
Consumer Defensive | 4.46 | 6.61 |
Industrials | 12.59 | 8.97 |
Basic Materials | 10.49 | 7.07 |
Utilities | 6.54 | 14.69 |
Real Estate | - | 3.42 |
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