Tata 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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Tata ELSS 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	Tata ELSS Fund - Regular Plan - Growth Option
Fund	Kotak ELSS Tax Saver Fund-Scheme-Growth	Tata ELSS Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹6266 Cr	₹4582 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	23 Nov 2005	13 Oct 2014
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	14.27%	20%
Expense Ratio	1.77	1.82
Manager	Harsha Upadhyaya	Sailesh Jain
ISIN Code	INF174K01369	INF277K01I52
Exits Load	Data not available./365	Data not available./365

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Tata ELSS Fund - Regular Plan - Growth Option
1 Month	3.59%	3.11%
6 Month	2.39%	2.27%
1 Year	1.59%	5.23%
3 Year	21.84%	20.96%
5 Year	23.47%	22.8%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Tata ELSS Fund - Regular Plan - Growth Option
6 Month	10.11%	9.83%
1 Year	9.43%	9.95%
3 Year	17.83%	17.79%
5 Year	18.31%	17.67%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Tata ELSS Fund - Regular Plan - Growth Option
1 Year	12.67%	13.57%
3 Year	13.12%	14.8%
5 Year	13.21%	13.66%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Tata ELSS Fund - Regular Plan - Growth Option
Standard Deviation	13.82%	14.43%
Sharp	0.85%	0.77%
Beta	0.92%	0.97%
Alpha	1.82%	0.64%

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Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Tata ELSS Fund - Regular Plan - Growth Option
Name	Harsha Upadhyaya	Sailesh Jain
Total AUM	₹139411 Cr	₹17041 Cr
Funds Managed	11	7
	Kotak ELSS Tax Saver Fund-Scheme-Growth	Tata ELSS Fund - Regular Plan - Growth Option

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Tata ELSS Fund - Regular Plan - Growth Option
Others	0.47	5.12
Large Cap	67.49	60.14
Mid Cap	15.72	10.05
Small Cap	16.32	24.69

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Tata ELSS Fund - Regular Plan - Growth Option
Others	0.4	4.54
Communication Services	3.79	3.74
Energy	5.98	5.19
Financial Services	26.37	31.02
Technology	15.12	7.95
Consumer Cyclical	9.78	16.2
Healthcare	4.3	3.54
Consumer Defensive	4.93	1.49
Industrials	13.07	13.81
Basic Materials	9.32	7.21
Utilities	6.93	2.54
Real Estate	-	2.78