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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) | ₹6355 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 | -0.89% | -1.09% |
| 6 Month | 11.5% | 12.84% |
| 1 Year | -1.38% | -9.57% |
| 3 Year | 16.19% | 15.44% |
| 5 Year | 20.93% | 26.92% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 6 Month | 2.82% | 2.45% |
| 1 Year | 2.06% | -0.35% |
| 3 Year | 13.16% | 11.03% |
| 5 Year | 15.27% | 16.64% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.35% | 15.7% |
| 3 Year | 13.3% | 17.87% |
| 5 Year | 13.28% | 18.19% |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.81% | 17.25% |
| Sharp | 0.82% | 0.536% |
| Beta | 0.92% | 1.135% |
| Alpha | 1.93% | 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 | 4.19 | 3.64 |
| Large Cap | 71.77 | 80.75 |
| Mid Cap | 16.29 | 8.99 |
| Small Cap | 7.75 | 6.62 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Others | 0.63 | 2.93 |
| Communication Services | 4.52 | - |
| Energy | 6.51 | 15.46 |
| Financial Services | 30.04 | 22.76 |
| Technology | 10.04 | - |
| Consumer Cyclical | 10.34 | 9.82 |
| Healthcare | 4.43 | 9.39 |
| Consumer Defensive | 4.75 | 4.72 |
| Industrials | 12.83 | 9.96 |
| Basic Materials | 10.18 | 5.19 |
| Utilities | 5.73 | 16.13 |
| Real Estate | - | 3.64 |
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