ITI ELSS Tax Saver Fund Regular vs Kotak ELSS Tax Saver Fund compare

ITI ELSS Tax Saver Fund Regular vs Kotak ELSS Tax Saver Fund compare

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ITI ELSS Tax Saver Fund Regular - Growth

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Kotak ELSS Tax Saver Fund-Scheme-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
Fund	ITI ELSS Tax Saver Fund Regular - Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹420 Cr	₹6355 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	18 Oct 2019	23 Nov 2005
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	%	14.27%
Expense Ratio	2.32	1.77
Manager	Vishal Jajoo	Harsha Upadhyaya
ISIN Code	INF00XX01374	INF174K01369
Exits Load	Data not available./365	Data not available./365

Trailing Lumpsum Returns

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
1 Month	-4.95%	-2.72%
6 Month	12.37%	10.14%
1 Year	-2.71%	-1.02%
3 Year	19.37%	15.72%
5 Year	18.96%	21.06%

SIP Return Analysis

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
6 Month	1.64%	2.82%
1 Year	0.67%	2.06%
3 Year	16.32%	13.16%
5 Year	16.15%	15.27%

Rolling Lumpsum Returns

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
1 Year	17.67%	12.35%
3 Year	18.44%	13.3%
5 Year	19.61%	13.28%

Risk Management

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
Standard Deviation	15.25%	12.81%
Sharp	0.94%	0.82%
Beta	1.05%	0.92%
Alpha	4.48%	1.93%

Fund Managers

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
Name	Vishal Jajoo	Harsha Upadhyaya
Total AUM	₹762 Cr	₹139411 Cr
Funds Managed	3	11
	ITI ELSS Tax Saver Fund Regular - Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth

Market Cap

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
Others	9.18	4.19
Small Cap	47.59	7.75
Large Cap	36.05	71.77
Mid Cap	7.19	16.29

Sector Allocation

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
Others	2.46	0.63
Communication Services	2.7	4.52
Consumer Defensive	1.92	4.75
Basic Materials	10.66	10.18
Industrials	21.84	12.83
Financial Services	30.65	30.04
Consumer Cyclical	9.4	10.34
Technology	7.39	10.04
Healthcare	2.03	4.43
Energy	0	6.51
Utilities	6.47	5.73
Real Estate	4.47	-

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