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)	₹6449 Cr	₹35172 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	0.67%	-0.29%
6 Month	3.32%	2.97%
1 Year	-1.14%	1.81%
3 Year	14.7%	13.36%
5 Year	17.79%	11.84%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
6 Month	2.51%	2.23%
1 Year	12.33%	11.94%
3 Year	13.23%	13.65%
5 Year	14.84%	11.6%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Year	12.01%	13.73%
3 Year	13.64%	14.04%
5 Year	13.56%	16.49%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
Standard Deviation	11.32%	15.43%
Sharp	0.75%	0.62%
Beta	0.91%	0.88%
Alpha	-0.23%	-1.47%

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	1.95	1.56
Large Cap	69.71	76.44
Mid Cap	19.59	18.41
Small Cap	8.75	3.55

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
Others	2.58	1.56
Telecom - Services	3.85	4.99
Petroleum Products	6.87	1.53
Finance	5.16	7.95
IT - Software	8.36	6.66
Retailing	3.68	6.52
Pharmaceuticals & Biotechnology	4.85	5.99
Personal Products	1.44	0.42
Construction	5	2.64
Banks	24.75	18.58
Cement & Cement Products	2.75	2.37
Aerospace & Defense	1.06	1.53
Consumer Durables	1.29	2.53
Automobiles	4.47	6.52
Electrical Equipment	0.69	4.36
Industrial Products	0.58	1.1
Fertilizers & Agrochemicals	1.56	2.12
Food Products	2.49	0.62
Textiles & Apparels	0.42	-
Auto Components	2.31	2.24
Chemicals & Petrochemicals	4.06	3.29
Entertainment	0.52	-
Capital Markets	0.57	0.21
Transport Services	1.96	1.97
Power	3.83	2.41
Ferrous Metals	1.65	0.34
Industrial Manufacturing	2.31	0.69
Beverages	0.94	0.62
Healthcare Services	-	3.08
Diversified FMCG	-	1.11
Non - Ferrous Metals	-	0.34
Leisure Services	-	1.48
Agricultural Food & other Products	-	0.23
Realty	-	1.16
Financial Technology (Fintech)	-	1.08
Insurance	-	1.72