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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 Tax Saver Fund-Growth-Regular Plan

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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 Tax Saver Fund-Growth-Regular Plan
Fund Kotak ELSS Tax Saver Fund-Scheme-Growth Tata ELSS Tax Saver Fund-Growth-Regular Plan
Investment Plan Growth Growth
Level of Risk Very High Risk Very High Risk
Asset Size (Cr) ₹5893 Cr ₹4398 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 Tax Saver Fund-Growth-Regular Plan
1 Month -3.54% -2.95%
6 Month -9.12% -5.94%
1 Year 8.45% 9.76%
3 Year 13.33% 12.91%
5 Year 16.35% 15.53%

SIP Return Analysis

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Tata ELSS Tax Saver Fund-Growth-Regular Plan
6 Month - -
1 Year -5.05% 0.78%
3 Year 15.54% 16.15%
5 Year 18.21% 17.87%

Rolling Lumpsum Returns

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Year 13.07% 13.97%
3 Year 12.97% 14.85%
5 Year 13.04% 13.39%

Risk Management

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Tata ELSS Tax Saver Fund-Growth-Regular Plan
Standard Deviation 11.32% 12.5%
Sharp 0.8% 1.01%
Beta 0.87% 0.96%
Alpha 2.68% 0.31%

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Fund Managers

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

Market Cap

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

Tata ELSS Tax Saver Fund-Growth-Regular Plan

Others 1.47 3.66
Large Cap 67.31 57.29
Mid Cap 14.06 11.51
Small Cap 17.14 27.54

Sector Allocation

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

Tata ELSS Tax Saver Fund-Growth-Regular Plan

Others 1.47 3.66
Telecom - Services 2.7 3.49
Petroleum Products 6.29 3.84
Finance 1.91 3.79
IT - Software 12.21 7.17
Pharmaceuticals & Biotechnology 4.34 4.62
Personal Products 1.67 -
Construction 7.51 4.21
Banks 19.62 21.81
Diversified FMCG 2.16 -
Non - Ferrous Metals 0.67 1.32
Cement & Cement Products 3.04 2.9
Aerospace & Defense 1.28 0.87
Electrical Equipment 1.05 -
Industrial Products 0.93 3.87
Gas 2.8 0.76
Automobiles 2.03 1.36
Fertilizers & Agrochemicals 1.56 1.44
Consumer Durables 1.61 1.95
Textiles & Apparels 0.46 0.41
Auto Components 3.5 8.63
Chemicals & Petrochemicals 4.8 0.46
Entertainment 0.98 1.48
Power 4.94 3.01
Ferrous Metals 1.5 -
Retailing 1.81 2.27
Capital Markets 4.01 1.44
Industrial Manufacturing 2.13 -
Beverages 1 1.77
Household Products - 0.89
Minerals & Mining - 1.77
Leisure Services - 2.9
Insurance - 2.58
IT - Services - 1.01
Realty - 2.92
Consumable Fuels - 1.4

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