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Kotak ELSS Tax Saver Fund vs ITI ELSS Tax Saver Fund Regular compare
ITI ELSS Tax Saver Fund Regular - Growth
Kotak ELSS Tax Saver Fund-Scheme-Growth
Chart Comparison
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 | ₹6201 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 | 0.66% | 0.36% |
| 6 Month | 14.49% | 12.09% |
| 1 Year | -4.36% | -2.3% |
| 3 Year | 21.34% | 17.03% |
| 5 Year | 19.26% | 20.13% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|
| 6 Month | 1.79% | 1.57% |
| 1 Year | 12.22% | 9.59% |
| 3 Year | 17.16% | 13.46% |
| 5 Year | 16.6% | 15.04% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| 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% |
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 | 8.94 | 4.81 |
| Small Cap | 47.05 | 7.05 |
| Large Cap | 37.45 | 72.37 |
| Mid Cap | 6.56 | 15.77 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|
| Others | 2.03 | 1.12 |
| Communication Services | 2.71 | 4.38 |
| Consumer Defensive | 2.02 | 4.84 |
| Basic Materials | 10.31 | 9.87 |
| Industrials | 22.67 | 11.31 |
| Financial Services | 31.5 | 29.67 |
| Consumer Cyclical | 9.7 | 10.84 |
| Technology | 6.53 | 11.73 |
| Healthcare | 2.03 | 4.31 |
| Utilities | 6.34 | 5.69 |
| Real Estate | 4.16 | - |
| Energy | - | 6.23 |
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