PGIM India ELSS Tax Saver Fund vs Kotak ELSS Tax Saver Fund compare

PGIM India ELSS Tax Saver Fund vs Kotak ELSS Tax Saver Fund compare

Link copied to clipboard!

Kotak ELSS Tax Saver Fund-Scheme-Growth

Invest Now

PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option

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	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)	₹6201 Cr	₹779 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	2.48%	2.54%
6 Month	14.81%	13.73%
1 Year	-3.54%	0.06%
3 Year	15.1%	12.78%
5 Year	21.17%	20.09%

SIP Return Analysis

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month	3.22%	2.95%
1 Year	8.3%	9.6%
3 Year	14.04%	12.59%
5 Year	15.5%	13.72%

Rolling Lumpsum Returns

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year	12.35%	12.63%
3 Year	13.3%	14.62%
5 Year	13.28%	15.06%

Risk Management

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Standard Deviation	12.90%	12.03%
Sharp	0.64%	0.50%
Beta	0.92%	0.86%
Alpha	1.52%	-0.27%

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	4.19	9.42
Large Cap	71.77	57.5
Mid Cap	16.29	19.9
Small Cap	7.75	13.18

Sector Allocation

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	0.63	5.55
Communication Services	4.52	3.65
Energy	6.51	6.31
Financial Services	30.04	29.47
Technology	10.04	9.61
Consumer Cyclical	10.34	11.84
Healthcare	4.43	10.86
Consumer Defensive	4.75	4.99
Industrials	12.83	11.01
Basic Materials	10.18	6.3
Utilities	5.73	-
Real Estate	-	0.4

Top Comparisons

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns6.26%

VS

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns6.26%

Compare Now

PGIM India Retirement Fund - Regular (G)

3Y Returns0%

VS

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns6.26%

Compare Now

Franklin India Small Cap Fund-Growth

3Y Returns21.14%

VS

Quant Small Cap Fund Regular Growth

3Y Returns23.1%

Compare Now

HDFC Multi Cap Fund - Growth Option

3Y Returns20.47%

VS

Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option

3Y Returns18.28%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully