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

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Kotak ELSS Tax Saver Fund-Scheme-Growth

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

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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)	₹6516 Cr	₹784 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	0.02%	-0.4%
6 Month	2.23%	1.06%
1 Year	1.74%	2.18%
3 Year	16.32%	13.1%
5 Year	17.18%	15.61%

SIP Return Analysis

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month	-0.28%	-1.3%
1 Year	7.38%	4.35%
3 Year	11.53%	9.81%
5 Year	13.87%	11.67%

Rolling Lumpsum Returns

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year	11.96%	11.49%
3 Year	13.68%	14.16%
5 Year	13.59%	15.52%

Risk Management

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Standard Deviation	11.32%	11.72%
Sharp	0.73%	0.46%
Beta	0.92%	0.84%
Alpha	0.01%	-1.85%

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	6.67	10.63
Large Cap	70.66	57.57
Mid Cap	15.75	18.68
Small Cap	6.92	13.12

Sector Allocation

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	1.46	2.44
Communication Services	4.4	3.98
Energy	6.81	7.07
Financial Services	30.53	30.04
Technology	9.85	9.8
Consumer Cyclical	11.78	12.03
Healthcare	5.22	10.48
Consumer Defensive	6.27	5.67
Industrials	10.36	11.28
Basic Materials	9.69	6.74
Utilities	3.62	-
Real Estate	-	0.47

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