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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) | ₹6201 Cr | ₹34528 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 | 2.69% | 2.67% |
| 6 Month | 16% | 14.8% |
| 1 Year | -3.9% | -0.65% |
| 3 Year | 16.06% | 13.05% |
| 5 Year | 20.62% | 15.62% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.22% | 3.52% |
| 1 Year | 8.3% | 10.73% |
| 3 Year | 14.04% | 14.58% |
| 5 Year | 15.5% | 12.04% |
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 | 12.90% | 15.43% |
| Sharp | 0.64% | 0.45% |
| Beta | 0.92% | 0.88% |
| Alpha | 1.52% | -2.28% |
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 | 4.81 | 7.8 |
| Large Cap | 72.37 | 67.46 |
| Mid Cap | 15.77 | 21.69 |
| Small Cap | 7.05 | 3.06 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.12 | 1.9 |
| Communication Services | 4.38 | 5.39 |
| Energy | 6.23 | 2.03 |
| Financial Services | 29.67 | 28.98 |
| Technology | 10.25 | 8.07 |
| Consumer Cyclical | 10.84 | 16.3 |
| Healthcare | 4.31 | 8.68 |
| Consumer Defensive | 4.84 | 4.74 |
| Industrials | 12.79 | 11.18 |
| Basic Materials | 9.87 | 8.66 |
| Utilities | 5.69 | 2.93 |
| Real Estate | - | 1.13 |
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