Parag Parikh Tax Saver Fund Regular vs Kotak ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
Parag Parikh Tax Saver Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Fund | Kotak ELSS Tax Saver Fund-Scheme-Growth | Parag Parikh Tax Saver Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6493 Cr | ₹5557 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 23 Nov 2005 | 24 Jul 2019 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 14.27% | % |
Expense Ratio | 1.77 | 1.73 |
Manager | Harsha Upadhyaya | Rajeev Thakkar |
ISIN Code | INF174K01369 | INF879O01092 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
1 Month | -1.7% | -1.74% |
6 Month | 6.4% | 6.09% |
1 Year | -3.93% | 5.13% |
3 Year | 17.4% | 19.57% |
5 Year | 21.79% | 22.83% |
SIP Return Analysis
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
6 Month | 5.36% | 3.5% |
1 Year | 4.78% | 7.98% |
3 Year | 15.3% | 17.98% |
5 Year | 16.77% | 18.79% |
Rolling Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
1 Year | 12.35% | 22.57% |
3 Year | 13.3% | 22.15% |
5 Year | 13.28% | 24.48% |
Risk Management
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Standard Deviation | 13.43% | 9.78% |
Sharp | 1.06% | 1.50% |
Beta | 0.92% | 0.64% |
Alpha | 1.81% | 5.93% |
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Fund Managers
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Name | Harsha Upadhyaya | Rajeev Thakkar |
Total AUM | ₹139411 Cr | ₹0 Cr |
Funds Managed | 11 | 5 |
Kotak ELSS Tax Saver Fund-Scheme-Growth | Parag Parikh Tax Saver Fund Regular - Growth |
Market Cap
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Others | 3.84 | 14.7 |
Large Cap | 71.77 | 72.74 |
Mid Cap | 16.66 | 1.2 |
Small Cap | 7.73 | 11.36 |
Sector Allocation
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Others | 0.26 | 14.7 |
Communication Services | 4.66 | 3.79 |
Energy | 6.66 | 5.79 |
Financial Services | 30.17 | 29.94 |
Technology | 10.65 | 12.44 |
Consumer Cyclical | 9.37 | 14.98 |
Healthcare | 4.37 | 4.33 |
Consumer Defensive | 4.61 | 6.31 |
Industrials | 13.24 | 1.05 |
Basic Materials | 10.26 | 0.53 |
Utilities | 5.77 | 6.13 |
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