Kotak ELSS Tax Saver Fund vs Tata ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
Tata ELSS Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹6266 Cr | ₹4582 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 |
Trailing Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.33% | 2.47% |
6 Month | 0.43% | -0.09% |
1 Year | 0.71% | 3.77% |
3 Year | 21.66% | 20.74% |
5 Year | 23.06% | 22.24% |
SIP Return Analysis
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 10.11% | 9.83% |
1 Year | 9.43% | 9.95% |
3 Year | 17.83% | 17.79% |
5 Year | 18.31% | 17.67% |
Rolling Lumpsum Returns
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% |
Risk Management
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.82% | 14.43% |
Sharp | 0.85% | 0.77% |
Beta | 0.92% | 0.97% |
Alpha | 1.82% | 0.64% |
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Fund Managers
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 |
Market Cap
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.51 | 7.2 |
Large Cap | 73.94 | 61.49 |
Mid Cap | 16.54 | 9.9 |
Small Cap | 8.01 | 21.41 |
Sector Allocation
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.43 | 5.4 |
Communication Services | 4.55 | 4.1 |
Energy | 6.53 | 5.44 |
Financial Services | 29.16 | 34.16 |
Technology | 10.83 | 6.67 |
Consumer Cyclical | 9.23 | 14.48 |
Healthcare | 4.18 | 3.25 |
Consumer Defensive | 4.46 | 0.99 |
Industrials | 12.59 | 13.79 |
Basic Materials | 10.49 | 6.69 |
Utilities | 6.54 | 2.51 |
Real Estate | - | 2.5 |
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