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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) ₹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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