Mirae Asset ELSS Tax Saver Fund vs Kotak ELSS Tax Saver Fund compare

Mirae Asset ELSS Tax Saver Fund vs Kotak ELSS Tax Saver Fund compare

Link copied to clipboard!

Kotak ELSS Tax Saver Fund-Scheme-Growth

Invest Now

Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
Fund	Kotak ELSS Tax Saver Fund-Scheme-Growth	Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹6201 Cr	₹26076 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹500	₹500
Launch Date	23 Nov 2005	28 Dec 2015
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	14.27%	84%
Expense Ratio	1.77	1.56
Manager	Harsha Upadhyaya	Neelesh Surana
ISIN Code	INF174K01369	INF769K01DK3
Exits Load	Data not available./365	Data not available./365

Trailing Lumpsum Returns

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
1 Month	2.07%	2.57%
6 Month	15.3%	17.33%
1 Year	-3.74%	0.02%
3 Year	15%	16.04%
5 Year	20.67%	20.66%

SIP Return Analysis

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
6 Month	3.22%	4.55%
1 Year	8.3%	14.06%
3 Year	14.04%	16.53%
5 Year	15.5%	15.92%

Rolling Lumpsum Returns

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
1 Year	12.35%	15.76%
3 Year	13.3%	18.1%
5 Year	13.28%	19.32%

Risk Management

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
Standard Deviation	12.90%	12.95%
Sharp	0.64%	0.67%
Beta	0.92%	0.96%
Alpha	1.52%	1.72%

Fund Managers

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
Name	Harsha Upadhyaya	Neelesh Surana
Total AUM	₹139411 Cr	₹49127 Cr
Funds Managed	11	2
	Kotak ELSS Tax Saver Fund-Scheme-Growth	Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth

Market Cap

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
Others	4.19	0.99
Large Cap	71.77	68.42
Mid Cap	16.29	14.04
Small Cap	7.75	16.55

Sector Allocation

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
Others	0.63	0.98
Communication Services	4.52	2.32
Energy	6.51	4.54
Financial Services	30.04	32.3
Technology	10.04	9.46
Consumer Cyclical	10.34	16.06
Healthcare	4.43	10.52
Consumer Defensive	4.75	4.6
Industrials	12.83	8.88
Basic Materials	10.18	6.15
Utilities	5.73	2.89
Real Estate	-	1.31

Top Comparisons

SBI Comma Fund - Regular Plan - Growth

3Y Returns13.6%

VS

Tata Ethical Fund-Regular Plan - Growth Option

3Y Returns10.74%

Compare Now

Edelweiss Arbitrage Fund- Regular Plan- Growth Option

3Y Returns7.01%

VS

UTI Arbitrage Fund - Regular Plan - Growth Option

3Y Returns7.05%

Compare Now

Kotak Multi Asset Omni FOF - Growth

3Y Returns18.42%

VS

Motilal Oswal Asset Allocation FOF- A- Regular Growth

3Y Returns16.2%

Compare Now

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

3Y Returns14.6%

VS

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

3Y Returns14.43%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully