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Quant ELSS Tax Saver Fund Regular Plan vs Kotak ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
Quant ELSS Tax Saver Fund Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Fund | Kotak ELSS Tax Saver Fund-Scheme-Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6201 Cr | ₹10279 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 23 Nov 2005 | 31 Mar 2000 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 14.27% | % |
| Expense Ratio | 1.77 | 1.71 |
| Manager | Harsha Upadhyaya | Vasav Sahgal |
| ISIN Code | INF174K01369 | INF966L01135 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.36% | 1.88% |
| 6 Month | 12.09% | 14.34% |
| 1 Year | -2.3% | -7.7% |
| 3 Year | 17.03% | 16.03% |
| 5 Year | 20.13% | 26.24% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.57% | 2.69% |
| 1 Year | 9.59% | 12.87% |
| 3 Year | 13.46% | 12.47% |
| 5 Year | 15.04% | 16.42% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.21% | 15.51% |
| 3 Year | 13.41% | 17.67% |
| 5 Year | 13.38% | 18.37% |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.76% | 17.25% |
| Sharp | 0.72% | 0.536% |
| Beta | 0.94% | 1.135% |
| Alpha | 0.99% | 0.439% |
Fund Managers
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Vasav Sahgal |
| Total AUM | ₹139411 Cr | ₹46505 Cr |
| Funds Managed | 11 | 21 |
| Kotak ELSS Tax Saver Fund-Scheme-Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
Market Cap
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Others | 4.81 | 3.17 |
| Large Cap | 72.37 | 82.29 |
| Mid Cap | 15.77 | 8.02 |
| Small Cap | 7.05 | 6.52 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Others | 1.12 | 1.91 |
| Communication Services | 4.38 | - |
| Energy | 6.23 | 15.24 |
| Financial Services | 29.67 | 23.67 |
| Technology | 11.73 | 1.73 |
| Consumer Cyclical | 10.84 | 9.51 |
| Healthcare | 4.31 | 9 |
| Consumer Defensive | 4.84 | 4.63 |
| Industrials | 11.31 | 10.17 |
| Basic Materials | 9.87 | 5.19 |
| Utilities | 5.69 | 15.47 |
| Real Estate | - | 3.48 |
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