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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) | ₹6493 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 | -3.2% | -1.68% |
| 6 Month | 7.7% | 7.06% |
| 1 Year | -2.53% | 1.37% |
| 3 Year | 15.57% | 11.53% |
| 5 Year | 20.9% | 15.43% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.41% | 3.35% |
| 1 Year | 0.55% | 2.99% |
| 3 Year | 12.58% | 12.8% |
| 5 Year | 14.94% | 11.18% |
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 | 3.84 | 8.13 |
| Large Cap | 71.77 | 67.31 |
| Mid Cap | 16.66 | 21.68 |
| Small Cap | 7.73 | 2.88 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.26 | 2.8 |
| Communication Services | 4.66 | 5.34 |
| Energy | 6.66 | 2.2 |
| Financial Services | 30.17 | 30.24 |
| Technology | 10.65 | 7.81 |
| Consumer Cyclical | 9.37 | 14.21 |
| Healthcare | 4.37 | 8.92 |
| Consumer Defensive | 4.61 | 5.25 |
| Industrials | 13.24 | 10.79 |
| Basic Materials | 10.26 | 7.98 |
| Utilities | 5.77 | 3.27 |
| Real Estate | - | 1.2 |
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