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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) ₹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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