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

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

Link copied to clipboard!

ITI ELSS Tax Saver Fund Regular - Growth

Invest Now

Kotak ELSS Tax Saver Fund-Scheme-Growth

Invest Now

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)	₹446 Cr	₹6449 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	-3.46%	-0.22%
6 Month	1.3%	3.66%
1 Year	-1.01%	-0.28%
3 Year	18.38%	14.5%
5 Year	16.63%	17.9%

SIP Return Analysis

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
6 Month	2.07%	2.51%
1 Year	14.55%	12.33%
3 Year	16.69%	13.23%
5 Year	16.63%	14.84%

Rolling Lumpsum Returns

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
1 Year	15.94%	12.01%
3 Year	18.72%	13.64%
5 Year	19.31%	13.56%

Risk Management

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
Standard Deviation	15.29%	11.32%
Sharp	0.89%	0.75%
Beta	1.08%	0.91%
Alpha	3.36%	-0.23%

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	10.26	5.94
Small Cap	47.4	7.74
Large Cap	35.74	70.04
Mid Cap	6.59	16.29

Sector Allocation

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
Others	2.35	1.96
Communication Services	1.76	4.37
Consumer Defensive	2.69	4.87
Industrials	22.98	10.95
Financial Services	33.06	30.49
Consumer Cyclical	7.7	11.78
Healthcare	2.64	5.21
Technology	6.11	9.92
Basic Materials	10.87	9.76
Utilities	6.26	3.82
Real Estate	3.58	-
Energy	-	6.87

Top Comparisons

Franklin India Corporate Debt Fund - Growth

3Y Returns7.72%

VS

Nippon India Corporate Bond Fund - Growth Plan - Growth Option

3Y Returns7.9%

Compare Now

UTI Short Duration Fund - Regular Plan - Growth Option

3Y Returns7.46%

VS

Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option

3Y Returns7.44%

Compare Now

Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option

3Y Returns15.56%

VS

ICICI Prudential Dynamic Asset Allocation Active FOF - Growth

3Y Returns13.77%

Compare Now

Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

VS

AXIS Nifty Bank Index Fund - Regular (G)

3Y Returns0%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully