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) | ₹6148 Cr | ₹1140 Cr | ₹1140 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 | 1.76 | 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 | -5.76% | -6.68% | -6.68% |
6 Month | -9.55% | -5.47% | -5.47% |
1 Year | 7.98% | 15.08% | 15.08% |
3 Year | 13.5% | 12.83% | 12.83% |
5 Year | 16.49% | 13.39% | 13.39% |
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 | - | - | - |
1 Year | -5.05% | 5.91% | 5.91% |
3 Year | 15.54% | 17.66% | 17.66% |
5 Year | 18.21% | 17.49% | 17.49% |
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 | 13.07% | 12.59% | 12.59% |
3 Year | 12.97% | 12.91% | 12.91% |
5 Year | 13.04% | 11.77% | 11.77% |
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 | 11.32% | 12.19% | 12.19% |
Sharp | 0.8% | 0.93% | 0.93% |
Beta | 0.87% | 0.88% | 0.88% |
Alpha | 2.68% | 0.01% | 0.01% |
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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 |
Fund Manage | 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 | 1.47 | 1.15 | 1.15 |
Large Cap | 67.31 | 63.81 | 63.81 |
Mid Cap | 14.06 | 15.76 | 15.76 |
Small Cap | 17.14 | 19.31 | 19.31 |
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 | 1.47 | 1.15 | 1.15 |
Telecom - Services | 2.7 | - | - |
Petroleum Products | 6.29 | 1.8 | 1.8 |
Finance | 1.91 | 5.65 | 5.65 |
IT - Software | 12.21 | 9.31 | 9.31 |
Pharmaceuticals & Biotechnology | 4.34 | 3.66 | 3.66 |
Personal Products | 1.67 | - | - |
Construction | 7.51 | 2.19 | 2.19 |
Banks | 19.62 | 21.22 | 21.22 |
Diversified FMCG | 2.16 | 3.12 | 3.12 |
Non - Ferrous Metals | 0.67 | - | - |
Cement & Cement Products | 3.04 | 2.69 | 2.69 |
Aerospace & Defense | 1.28 | - | - |
Electrical Equipment | 1.05 | 3.25 | 3.25 |
Industrial Products | 0.93 | 7.22 | 7.22 |
Gas | 2.8 | - | - |
Automobiles | 2.03 | 4.55 | 4.55 |
Fertilizers & Agrochemicals | 1.56 | 3.1 | 3.1 |
Consumer Durables | 1.61 | 7.53 | 7.53 |
Textiles & Apparels | 0.46 | - | - |
Auto Components | 3.5 | 5.1 | 5.1 |
Chemicals & Petrochemicals | 4.8 | 2.52 | 2.52 |
Entertainment | 0.98 | - | - |
Power | 4.94 | - | - |
Ferrous Metals | 1.5 | - | - |
Retailing | 1.81 | 6.9 | 6.9 |
Capital Markets | 4.01 | - | - |
Industrial Manufacturing | 2.13 | - | - |
Beverages | 1 | 1.7 | 1.7 |
IT - Services | - | 1.08 | 1.08 |
Leisure Services | - | 1.24 | 1.24 |
Transport Services | - | 1.46 | 1.46 |
Food Products | - | 2.51 | 2.51 |
Agricultural Food & other Products | - | 1.08 | 1.08 |
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