Kotak ELSS Tax Saver Fund vs Tata ELSS Tax Saver Fund compare

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Kotak ELSS Tax Saver Fund-Scheme-Growth

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Tata ELSS Fund - Regular Plan - Growth Option

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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	Tata ELSS Fund - Regular Plan - Growth Option
Fund	Kotak ELSS Tax Saver Fund-Scheme-Growth	Tata ELSS Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹6493 Cr	₹4711 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	23 Nov 2005	13 Oct 2014
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	14.27%	20%
Expense Ratio	1.77	1.82
Manager	Harsha Upadhyaya	Sailesh Jain
ISIN Code	INF174K01369	INF277K01I52
Exits Load	Data not available./365	Data not available./365

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Tata ELSS Fund - Regular Plan - Growth Option
1 Month	3.44%	2.53%
6 Month	6.91%	5.78%
1 Year	-1.16%	2.21%
3 Year	20.54%	19.84%
5 Year	22.95%	22.27%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Tata ELSS Fund - Regular Plan - Growth Option
6 Month	8.69%	7.46%
1 Year	8.69%	7.53%
3 Year	16.41%	16.08%
5 Year	17.38%	16.57%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Tata ELSS Fund - Regular Plan - Growth Option
1 Year	12.67%	13.57%
3 Year	13.12%	14.8%
5 Year	13.21%	13.66%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Tata ELSS Fund - Regular Plan - Growth Option
Standard Deviation	13.43%	14.00%
Sharp	1.06%	0.97%
Beta	0.92%	0.97%
Alpha	1.81%	0.47%

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Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Tata ELSS Fund - Regular Plan - Growth Option
Name	Harsha Upadhyaya	Sailesh Jain
Total AUM	₹139411 Cr	₹17041 Cr
Funds Managed	11	7
	Kotak ELSS Tax Saver Fund-Scheme-Growth	Tata ELSS Fund - Regular Plan - Growth Option

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Tata ELSS Fund - Regular Plan - Growth Option
Others	1.51	9.09
Large Cap	73.94	59.32
Mid Cap	16.54	10.24
Small Cap	8.01	21.35

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Tata ELSS Fund - Regular Plan - Growth Option
Others	1.43	5.19
Communication Services	4.55	4.32
Energy	6.53	5.51
Financial Services	29.16	34.15
Technology	10.83	6.75
Consumer Cyclical	9.23	14.22
Healthcare	4.18	3.23
Consumer Defensive	4.46	1
Industrials	12.59	13.87
Basic Materials	10.49	6.85
Utilities	6.54	2.45
Real Estate	-	2.46