Axis ELSS Tax Saver Fund vs Kotak ELSS Tax Saver Fund compare

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tortoise-icon Kotak ELSS Tax Saver Fund-Scheme-Growth

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tortoise-icon Axis ELSS Tax Saver Fund - Regular Plan - Growth

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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 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) ₹6299 Cr ₹37109 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 01 Nov 2005 05 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 1.74 1.52
Manager Harsha Upadhyaya Shreyash Devalkar
ISIN Code INF174K01369 INF846K01131
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Month -0.26% 5.3%
6 Month 19.47% 22.62%
1 Year 38.61% 34.49%
3 Year 20.45% 8.99%
5 Year 22.95% 17.86%

SIP Return Analysis

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
6 Month - -
1 Year 20.07% 14.47%
3 Year 43.72% 26.06%
5 Year 82.74% 47.5%

Rolling Lumpsum Returns

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Year 23.54% 16.9%
3 Year 60.68% 35.44%
5 Year 88.7% 52.44%

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 1.23% 0.24%
Beta 0.82% 1.03%
Alpha 3.07% -8.15%

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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
Fund Manage 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 0.71 8.05
Large Cap 67.91 65.09
Mid Cap 18.12 25.26
Small Cap 13.21 1.57

Sector Allocation

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

Axis ELSS Tax Saver Fund - Regular Plan - Growth

Others 0.65 4.44
Telecom - Services 2.14 -
Petroleum Products 8.65 -
Finance 1.53 -
IT - Software 5.19 -
Pharmaceuticals & Biotechnology 4.08 -
Construction 7.45 1.65
Banks 21.71 -
Diversified FMCG 2.13 -
Non - Ferrous Metals 0.68 -
Cement & Cement Products 3.48 -
Ferrous Metals 3.39 -
Aerospace & Defense 1.73 -
Electrical Equipment 2.26 -
Industrial Products 3.01 -
Gas 2.82 -
Automobiles 3.28 -
Fertilizers & Agrochemicals 1.31 -
Consumer Durables 2.87 -
Textiles & Apparels 0.44 -
Auto Components 6.25 -
Chemicals & Petrochemicals 5.39 -
Entertainment 0.99 -
Power 4.78 -
Capital Markets 0.91 -
Industrial Manufacturing 1.68 -
Beverages 1.15 -
Energy - 9.65
Materials - 4.02
Technology - 8.01
Consumer Staples - 4.5
Financial - 23.42
Healthcare - 8.44
Chemicals - 6.41
Services - 11.47
Capital Goods - 3.93
Automobile - 9.17
Metals & Mining - 0.62
Insurance - 0.98
Consumer Discretionary - 0.54
Diversified - 0.43
Communication - 2.29

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