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

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tortoise-icon Kotak ELSS Tax Saver Fund-Scheme-Growth

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tortoise-icon 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) ₹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%

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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 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

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