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	1.21%	1.32%
6 Month	5.95%	5.26%
1 Year	1.19%	4.01%
3 Year	16.54%	14.3%
5 Year	20.31%	15.46%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
6 Month	1.92%	2.54%
1 Year	10.25%	12.18%
3 Year	13.71%	14.54%
5 Year	15.29%	12%

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	12.76%	15.43%
Sharp	0.72%	0.56%
Beta	0.94%	0.87%
Alpha	0.99%	-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	9
Large Cap	69.53	67.07
Mid Cap	16.46	21.2
Small Cap	7.76	2.73

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