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LIC MF Tax Plan vs Kotak ELSS Tax Saver Fund compare

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

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tortoise-icon LIC MF ELSS Regular Plan-Growth

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tortoise-icon LIC MF ELSS Tax Saver - Regular Plan - Growth

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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 LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
Fund Kotak ELSS Tax Saver Fund-Scheme-Growth LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹6493 Cr ₹1143 Cr ₹1143 Cr
Min Investment ₹500 ₹500 ₹500
Min SIP Invesment ₹500 ₹500 ₹500
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 23 Nov 2005 17 Apr 2000 17 Apr 2000
Category ELSS ELSS ELSS
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI NIFTY 500 TRI
Turn Over 14.27% % 84%
Expense Ratio 1.77 2.13 2.13
Manager Harsha Upadhyaya Karan Doshi Karan Doshi
ISIN Code INF174K01369 INF767K01956 INF767K01956
Exits Load Data not available./365 Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
1 Month 2.4% 1.22% 1.22%
6 Month 6.58% 4.97% 4.97%
1 Year -1.43% 2.22% 2.22%
3 Year 20.39% 19.14% 19.14%
5 Year 22.37% 20.31% 20.31%

SIP Return Analysis

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
6 Month 8.69% 5.52% 5.52%
1 Year 8.69% 5.19% 5.19%
3 Year 16.41% 16.49% 16.49%
5 Year 17.38% 15.95% 15.95%

Rolling Lumpsum Returns

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
1 Year 12.67% 12.54% 12.54%
3 Year 13.12% 12.99% 12.99%
5 Year 13.21% 11.88% 11.88%

Risk Management

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
Standard Deviation 13.43% 13.39% 13.39%
Sharp 1.06% 1.00% 1.00%
Beta 0.92% 0.87% 0.87%
Alpha 1.81% 1.66% 1.66%

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Fund Managers

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth
Name Harsha Upadhyaya Karan Doshi Karan Doshi
Total AUM ₹139411 Cr ₹2592 Cr ₹2592 Cr
Funds Managed 11 5 5
Kotak ELSS Tax Saver Fund-Scheme-Growth LIC MF ELSS Regular Plan-Growth LIC MF ELSS Tax Saver - Regular Plan - Growth

Market Cap

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

LIC MF ELSS Regular Plan-Growth

LIC MF ELSS Tax Saver - Regular Plan - Growth

Others 3.84 4.07 4.07
Large Cap 71.77 62.52 62.52
Mid Cap 16.66 16.41 16.41
Small Cap 7.73 17 17

Sector Allocation

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

LIC MF ELSS Regular Plan-Growth

LIC MF ELSS Tax Saver - Regular Plan - Growth

Others 0.26 3.37 3.37
Communication Services 4.66 1.3 1.3
Energy 6.66 2.28 2.28
Financial Services 30.17 29.74 29.74
Technology 10.65 7.1 7.1
Consumer Cyclical 9.37 16.77 16.77
Healthcare 4.37 6.8 6.8
Consumer Defensive 4.61 9.4 9.4
Industrials 13.24 15.99 15.99
Basic Materials 10.26 6.99 6.99
Utilities 5.77 - -
Real Estate - 0.25 0.25

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