Mirae Asset ELSS Tax Saver Fund vs Kotak ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
Chart Comparison
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) | ₹6493 Cr | ₹26537 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 | -1.81% | -1.07% |
6 Month | 7.67% | 10.91% |
1 Year | -3.33% | 1.58% |
3 Year | 17.52% | 17.46% |
5 Year | 21.9% | 22.43% |
SIP Return Analysis
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
6 Month | 5.36% | 6.91% |
1 Year | 4.78% | 10.75% |
3 Year | 15.3% | 17.65% |
5 Year | 16.77% | 17.13% |
Rolling Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
1 Year | 12.67% | 16.2% |
3 Year | 13.12% | 18% |
5 Year | 13.21% | 19.1% |
Risk Management
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 13.43% | 13.29% |
Sharp | 1.06% | 1.02% |
Beta | 0.92% | 0.94% |
Alpha | 1.81% | 0.91% |
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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 | 3.84 | 2.68 |
Large Cap | 71.77 | 67.66 |
Mid Cap | 16.66 | 14.18 |
Small Cap | 7.73 | 15.47 |
Sector Allocation
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth |
---|---|---|
Others | 0.26 | 2.68 |
Communication Services | 4.66 | 2.47 |
Energy | 6.66 | 4.44 |
Financial Services | 30.17 | 32.01 |
Technology | 10.65 | 8.74 |
Consumer Cyclical | 9.37 | 14.87 |
Healthcare | 4.37 | 9.82 |
Consumer Defensive | 4.61 | 4.36 |
Industrials | 13.24 | 8.76 |
Basic Materials | 10.26 | 7.32 |
Utilities | 5.77 | 3.21 |
Real Estate | - | 1.32 |
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