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) | ₹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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