LIC MF Tax Plan vs Kotak ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
LIC MF ELSS Regular Plan-Growth
LIC MF ELSS Tax Saver - Regular Plan - Growth
Chart Comparison
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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