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)	₹6266 Cr	₹35358 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	3.59%	3.4%
6 Month	2.39%	5.17%
1 Year	1.59%	7.07%
3 Year	21.84%	18.88%
5 Year	23.47%	17.71%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
6 Month	10.11%	9.27%
1 Year	9.43%	12.1%
3 Year	17.83%	17.2%
5 Year	18.31%	13.97%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Year	12.67%	14.46%
3 Year	13.12%	14.01%
5 Year	13.21%	16.74%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
Standard Deviation	13.82%	15.43%
Sharp	0.85%	0.59%
Beta	0.92%	0.98%
Alpha	1.82%	-3%

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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	0.47	4.81
Large Cap	67.49	72.13
Mid Cap	15.72	20.53
Small Cap	16.32	2.54

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
Others	0.4	4.81
Communication Services	3.79	-
Energy	5.98	-
Financial Services	26.37	-
Technology	15.12	-
Consumer Cyclical	9.78	-
Healthcare	4.3	-
Consumer Defensive	4.93	-
Industrials	13.07	-
Basic Materials	9.32	-
Utilities	6.93	-
Petroleum Products	-	1.7
Electrical Equipment	-	2.57
Industrial Products	-	1.43
IT - Software	-	6.59
Construction	-	1.89
Retailing	-	6.65
Finance	-	7.47
Healthcare Services	-	2.39
Diversified FMCG	-	0.49
Banks	-	19.7
Non - Ferrous Metals	-	0.25
Pharmaceuticals & Biotechnology	-	6.9
Chemicals & Petrochemicals	-	2.88
Leisure Services	-	1.53
Auto Components	-	1.67
Ferrous Metals	-	0.48
Automobiles	-	5.44
Personal Products	-	0.27
Insurance	-	2.6
Capital Markets	-	0.11
Fertilizers & Agrochemicals	-	2.16
Consumer Durables	-	2.23
Beverages	-	1.55
Realty	-	1.15
Food Products	-	1.36
Aerospace & Defense	-	0.66
Telecom - Services	-	4.39
Financial Technology (Fintech)	-	0.9
Cement & Cement Products	-	2.14
Transport Services	-	1.95
Power	-	3.45
Industrial Manufacturing	-	0.25