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)	₹409 Cr	₹6278 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

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
1 Month	0.17%	0.59%
6 Month	10.51%	8.86%
1 Year	-2.01%	-1.1%
3 Year	20.91%	16.68%
5 Year	19.59%	20.42%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
6 Month	1.19%	1.92%
1 Year	12.06%	10.25%
3 Year	17.27%	13.71%
5 Year	16.85%	15.29%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
1 Year	16.96%	12.21%
3 Year	18.57%	13.41%
5 Year	19.32%	13.38%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
Standard Deviation	15.30%	12.76%
Sharp	0.89%	0.72%
Beta	1.08%	0.94%
Alpha	4.07%	0.99%

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

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
Others	9.84	6.25
Small Cap	46.12	7.76
Large Cap	37.42	69.53
Mid Cap	6.62	16.46

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
Others	1.86	2.96
Communication Services	2.59	4.29
Consumer Defensive	2.5	5.01
Basic Materials	9.86	9.77
Industrials	22.31	10.97
Financial Services	33.95	30.3
Consumer Cyclical	8.62	11.2
Technology	6.5	10.04
Healthcare	2.09	4.61
Utilities	6.24	4.1
Real Estate	3.48	-
Energy	-	6.77