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 | ₹798 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 | -2.14% | -2.02% |
6 Month | 7.06% | 7.53% |
1 Year | -3.44% | 2.79% |
3 Year | 17.37% | 14.56% |
5 Year | 21.67% | 20.32% |
SIP Return Analysis
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.36% | 5.18% |
1 Year | 4.78% | 8.19% |
3 Year | 15.3% | 13.87% |
5 Year | 16.77% | 15.09% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 3.84 | 4.63 |
Large Cap | 71.77 | 61.8 |
Mid Cap | 16.66 | 21.46 |
Small Cap | 7.73 | 12.11 |
Sector Allocation
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.26 | 1.99 |
Communication Services | 4.66 | 4.28 |
Energy | 6.66 | 6.65 |
Financial Services | 30.17 | 30.25 |
Technology | 10.65 | 9.97 |
Consumer Cyclical | 9.37 | 11.61 |
Healthcare | 4.37 | 10.48 |
Consumer Defensive | 4.61 | 5.48 |
Industrials | 13.24 | 11.68 |
Basic Materials | 10.26 | 7.2 |
Utilities | 5.77 | - |
Real Estate | - | 0.42 |
Top Comparisons
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns17.88%
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
3Y Returns16.71%
Kotak Overnight Fund -Regular plan-Growth Option
3Y Returns6.36%
Canara Robeco Overnight Fund - Regular Plan - Growth Option
3Y Returns6.36%
HDFC Overnight Fund - Growth Option
3Y Returns6.31%
Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth
3Y Returns6.34%
LIC MF ELSS Regular Plan-Growth
3Y Returns16.38%
LIC MF ELSS Tax Saver - Regular Plan - Growth
3Y Returns16.38%