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) | ₹6355 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 | -2.72% | -0.96% |
6 Month | 10.14% | 9.16% |
1 Year | -1.02% | 3.37% |
3 Year | 15.72% | 11.82% |
5 Year | 21.06% | 15.85% |
SIP Return Analysis
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.82% | 2.89% |
1 Year | 2.06% | 4.98% |
3 Year | 13.16% | 13.53% |
5 Year | 15.27% | 11.62% |
Rolling Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Year | 12.35% | 14.24% |
3 Year | 13.3% | 14.15% |
5 Year | 13.28% | 16.86% |
Risk Management
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.81% | 15.43% |
Sharp | 0.82% | 0.59% |
Beta | 0.92% | 0.88% |
Alpha | 1.93% | -2.32% |
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 | 4.19 | 8.32 |
Large Cap | 71.77 | 66.94 |
Mid Cap | 16.29 | 21.76 |
Small Cap | 7.75 | 2.99 |
Sector Allocation
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 0.63 | 2.58 |
Communication Services | 4.52 | 5.23 |
Energy | 6.51 | 2.16 |
Financial Services | 30.04 | 30.08 |
Technology | 10.04 | 7.59 |
Consumer Cyclical | 10.34 | 14.4 |
Healthcare | 4.43 | 9.41 |
Consumer Defensive | 4.75 | 5.28 |
Industrials | 12.83 | 10.94 |
Basic Materials | 10.18 | 8.25 |
Utilities | 5.73 | 2.91 |
Real Estate | - | 1.16 |
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