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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 | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|
| 1 Month | 1.34% | -0.16% |
| 6 Month | 13.61% | 7.35% |
| 1 Year | 2.99% | 0.8% |
| 3 Year | 19.99% | 15.16% |
| 5 Year | 18.58% | 19.07% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|
| 6 Month | 2.14% | 0.82% |
| 1 Year | 14.34% | 8.6% |
| 3 Year | 17.01% | 12.28% |
| 5 Year | 16.52% | 14.18% |
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 | 15.29% | 12.65% |
| Sharp | 0.89% | 0.69% |
| Beta | 1.08% | 0.91% |
| Alpha | 3.36% | 0.07% |
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 | 9.84 | 6.25 |
| Small Cap | 46.12 | 7.76 |
| Large Cap | 37.42 | 69.53 |
| Mid Cap | 6.62 | 16.46 |
Sector Allocation
| 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 |
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