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Axis ELSS Tax Saver Fund vs Kotak ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
Axis ELSS Tax Saver Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak ELSS Tax Saver Fund-Scheme-Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6449 Cr | ₹35172 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 23 Nov 2005 | 29 Dec 2009 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 14.27% | 25% |
| Expense Ratio | 1.77 | 1.53 |
| Manager | Harsha Upadhyaya | Shreyash Devalkar |
| ISIN Code | INF174K01369 | INF846K01131 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.21% | -0.47% |
| 6 Month | 4.28% | 4.09% |
| 1 Year | 1.84% | 5.12% |
| 3 Year | 15.36% | 14.16% |
| 5 Year | 18.46% | 12.27% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.61% | 0.93% |
| 1 Year | 10.22% | 9.55% |
| 3 Year | 13.12% | 13.44% |
| 5 Year | 14.88% | 11.47% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.04% | 13.75% |
| 3 Year | 13.63% | 14.04% |
| 5 Year | 13.54% | 16.53% |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.32% | 15.43% |
| Sharp | 0.75% | 0.62% |
| Beta | 0.91% | 0.88% |
| Alpha | -0.23% | -1.47% |
Fund Managers
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Shreyash Devalkar |
| Total AUM | ₹139411 Cr | ₹166770 Cr |
| Funds Managed | 11 | 14 |
| Kotak ELSS Tax Saver Fund-Scheme-Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.94 | 8.23 |
| Large Cap | 70.04 | 66.18 |
| Mid Cap | 16.29 | 22.65 |
| Small Cap | 7.74 | 2.95 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.96 | 1.58 |
| Communication Services | 4.37 | 6 |
| Energy | 6.87 | 1.53 |
| Financial Services | 30.49 | 29.53 |
| Technology | 9.92 | 8.37 |
| Consumer Cyclical | 11.78 | 16.13 |
| Healthcare | 5.21 | 9.07 |
| Consumer Defensive | 4.87 | 3.78 |
| Industrials | 10.95 | 11.62 |
| Basic Materials | 9.76 | 8.47 |
| Utilities | 3.82 | 2.77 |
| Real Estate | - | 1.16 |
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