- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹6201 Cr | ₹5524 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 | 2.07% | 1.94% |
| 6 Month | 15.3% | 12.8% |
| 1 Year | -3.74% | 4.17% |
| 3 Year | 15% | 17.29% |
| 5 Year | 20.67% | 21.3% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 6 Month | 3.22% | 3.91% |
| 1 Year | 8.3% | 12.64% |
| 3 Year | 14.04% | 17.51% |
| 5 Year | 15.5% | 18.12% |
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 | 12.90% | 9.79% |
| Sharp | 0.64% | 1.07% |
| Beta | 0.92% | 0.68% |
| Alpha | 1.52% | 5.51% |
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 | 4.19 | 15.23 |
| Large Cap | 71.77 | 71.06 |
| Mid Cap | 16.29 | 1.27 |
| Small Cap | 7.75 | 12.44 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 0.63 | 15.23 |
| Communication Services | 4.52 | 3.62 |
| Energy | 6.51 | 5.58 |
| Financial Services | 30.04 | 29.49 |
| Technology | 10.04 | 11.22 |
| Consumer Cyclical | 10.34 | 15.94 |
| Healthcare | 4.43 | 4.36 |
| Consumer Defensive | 4.75 | 7 |
| Industrials | 12.83 | 1 |
| Basic Materials | 10.18 | 0.59 |
| Utilities | 5.73 | 5.97 |
Top Comparisons
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
3Y Returns7.01%
HSBC Arbitrage Fund - Regular Growth
3Y Returns6.79%
DSP Low Duration Fund - Regular Plan - Growth
3Y Returns7.1%
Axis Treasury Advantage Fund - Retail Plan - Growth Option
3Y Returns7.31%
Bandhan Aggressive Hybrid Fund - Growth
3Y Returns14.76%
Nippon India Aggressive Hybrid Fund - Regular - Growth
3Y Returns15.17%
Franklin India Floating Rate Fund - Growth Plan
3Y Returns7.75%
HDFC Floating Rate Debt Fund - Growth Option
3Y Returns7.82%
