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

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Month	0.02%	1.32%
6 Month	6.09%	5.52%
1 Year	-0.98%	2.73%
3 Year	14.96%	13.06%
5 Year	19.39%	13.92%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
6 Month	2.22%	3.07%
1 Year	10.67%	11.96%
3 Year	13.21%	14.16%
5 Year	14.82%	11.66%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Year	12.21%	14.03%
3 Year	13.41%	14.04%
5 Year	13.38%	16.73%

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%	0.56%
Beta	0.91%	0.87%
Alpha	0.07%	-2.09%

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

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
Others	6.25	-
Large Cap	69.53	79.06
Mid Cap	16.46	17.62
Small Cap	7.76	3.31

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
Others	2.96	2.44
Communication Services	4.29	-
Energy	6.77	-
Financial Services	30.3	-
Technology	10.04	-
Consumer Cyclical	11.2	-
Healthcare	4.61	-
Consumer Defensive	5.01	-
Industrials	10.97	-
Basic Materials	9.77	-
Utilities	4.1	-
Petroleum Products	-	2
Electrical Equipment	-	4.29
Industrial Products	-	1.04
IT - Software	-	6.51
Construction	-	2.46
Retailing	-	7.58
Finance	-	7.85
Healthcare Services	-	2.91
Diversified FMCG	-	1.16
Banks	-	18.56
Non - Ferrous Metals	-	0.31
Pharmaceuticals & Biotechnology	-	5.66
Chemicals & Petrochemicals	-	3.16
Leisure Services	-	1.47
Automobiles	-	6.86
Aerospace & Defense	-	1.32
Auto Components	-	2.25
Ferrous Metals	-	0.06
Personal Products	-	0.45
Capital Markets	-	0.22
Fertilizers & Agrochemicals	-	2.16
Consumer Durables	-	2.15
Agricultural Food & other Products	-	0.23
Beverages	-	0.6
Realty	-	1.05
Food Products	-	0.45
Power	-	2.5
Telecom - Services	-	4.45
Financial Technology (Fintech)	-	0.96
Cement & Cement Products	-	2.49
Transport Services	-	2.01
Insurance	-	1.6
Industrial Manufacturing	-	0.78