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

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

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tortoise-icon 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

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 13.43% 14.00%
Sharp 1.06% 0.97%
Beta 0.92% 0.97%
Alpha 1.81% 0.47%

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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 9.09
Large Cap 73.94 59.32
Mid Cap 16.54 10.24
Small Cap 8.01 21.35

Sector Allocation

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

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