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) | ₹6266 Cr | ₹1113 Cr | ₹1113 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 | 3.67% | 2.53% | 2.53% |
6 Month | 1.53% | -1.76% | -1.76% |
1 Year | -0.03% | 2.39% | 2.39% |
3 Year | 21.51% | 20.01% | 20.01% |
5 Year | 23.04% | 20.76% | 20.76% |
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 | 10.39% | 6.86% | 6.86% |
1 Year | 10.89% | 7.36% | 7.36% |
3 Year | 17.21% | 17.08% | 17.08% |
5 Year | 17.95% | 16.36% | 16.36% |
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 | 1.51 | 4.43 | 4.43 |
Large Cap | 73.94 | 62.14 | 62.14 |
Mid Cap | 16.54 | 15.33 | 15.33 |
Small Cap | 8.01 | 18.1 | 18.1 |
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 | 1.43 | 3.83 | 3.83 |
Communication Services | 4.55 | 1.25 | 1.25 |
Energy | 6.53 | 1.97 | 1.97 |
Financial Services | 29.16 | 30.06 | 30.06 |
Technology | 10.83 | 7.13 | 7.13 |
Consumer Cyclical | 9.23 | 17.77 | 17.77 |
Healthcare | 4.18 | 5.87 | 5.87 |
Consumer Defensive | 4.46 | 9.78 | 9.78 |
Industrials | 12.59 | 15.58 | 15.58 |
Basic Materials | 10.49 | 6.54 | 6.54 |
Utilities | 6.54 | - | - |
Real Estate | - | 0.23 | 0.23 |
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