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

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

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Kotak ELSS Tax Saver Fund-Scheme-Growth

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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)	₹6278 Cr	₹34302 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	0.81%	1.27%
6 Month	5.01%	5.23%
1 Year	4.27%	8.18%
3 Year	15.13%	13.6%
5 Year	18.97%	13.35%

SIP Return Analysis

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
6 Month	0.82%	1.4%
1 Year	8.6%	10.04%
3 Year	12.28%	13.1%
5 Year	14.18%	11.07%

Rolling Lumpsum Returns

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Year	12.08%	13.78%
3 Year	13.6%	14.04%
5 Year	13.53%	16.54%

Risk Management

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
Standard Deviation	12.65%	15.43%
Sharp	0.69%	0.62%
Beta	0.91%	0.88%
Alpha	0.07%	-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	6.25	9
Large Cap	69.53	67.07
Mid Cap	16.46	21.2
Small Cap	7.76	2.73

Sector Allocation

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
Others	2.96	2.45
Communication Services	4.29	5.43
Energy	6.77	2
Financial Services	30.3	29.22
Technology	10.04	7.95
Consumer Cyclical	11.2	16.8
Healthcare	4.61	8.56
Consumer Defensive	5.01	4.34
Industrials	10.97	11.11
Basic Materials	9.77	8.2
Utilities	4.1	2.89
Real Estate	-	1.04

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