PGIM India ELSS Tax Saver Fund vs Kotak ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak ELSS Tax Saver Fund-Scheme-Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6493 Cr | ₹772 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 23 Nov 2005 | 11 Dec 2015 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 14.27% | 24% |
Expense Ratio | 1.77 | 2.25 |
Manager | Harsha Upadhyaya | Bhupesh Kalyani |
ISIN Code | INF174K01369 | INF663L01FQ8 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.74% | 0.6% |
6 Month | 4.85% | 4% |
1 Year | -1.42% | 4.03% |
3 Year | 20.11% | 16.3% |
5 Year | 22.57% | 21.27% |
SIP Return Analysis
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 8.69% | 6.92% |
1 Year | 8.69% | 9.78% |
3 Year | 16.41% | 14.03% |
5 Year | 17.38% | 15.19% |
Rolling Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 12.67% | 13.11% |
3 Year | 13.12% | 14.36% |
5 Year | 13.21% | 14.86% |
Risk Management
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.43% | 12.35% |
Sharp | 1.06% | 0.88% |
Beta | 0.92% | 0.84% |
Alpha | 1.81% | -0.54% |
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Fund Managers
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Name | Harsha Upadhyaya | Bhupesh Kalyani |
Total AUM | ₹139411 Cr | ₹2742 Cr |
Funds Managed | 11 | 13 |
Kotak ELSS Tax Saver Fund-Scheme-Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.51 | 3.27 |
Large Cap | 73.94 | 64.21 |
Mid Cap | 16.54 | 20.99 |
Small Cap | 8.01 | 11.53 |
Sector Allocation
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.43 | 2.61 |
Communication Services | 4.55 | 4.07 |
Energy | 6.53 | 6.51 |
Financial Services | 29.16 | 29.89 |
Technology | 10.83 | 10.04 |
Consumer Cyclical | 9.23 | 11.41 |
Healthcare | 4.18 | 10.56 |
Consumer Defensive | 4.46 | 5.77 |
Industrials | 12.59 | 11.67 |
Basic Materials | 10.49 | 7.05 |
Utilities | 6.54 | - |
Real Estate | - | 0.42 |
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