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

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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)	₹441 Cr	₹6452 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	-5.29%	-3.08%
6 Month	-8.06%	-3%
1 Year	3.83%	4.33%
3 Year	17.27%	14.12%
5 Year	13.43%	15.12%

SIP Return Analysis

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
6 Month	-2.65%	-0.24%
1 Year	2.92%	6.88%
3 Year	11.52%	10.33%
5 Year	13.86%	13.01%

Rolling Lumpsum Returns

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
1 Year	15.05%	11.79%
3 Year	18.74%	13.77%
5 Year	19.11%	13.66%

Risk Management

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
Standard Deviation	12.51%	11.32%
Sharp	0.88%	0.75%
Beta	1.1%	0.93%
Alpha	1.55%	-0.69%

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	12.03	8.67
Small Cap	46.32	6.27
Large Cap	36.41	69.42
Mid Cap	5.24	15.64

Sector Allocation

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
Others	1.04	0.85
Communication Services	1.92	4.49
Consumer Defensive	2.59	5.02
Industrials	25.53	10.08
Financial Services	32.7	31.7
Healthcare	2.61	4.96
Real Estate	5.65	-
Technology	6.15	9.66
Basic Materials	7.66	9.84
Consumer Cyclical	9.27	12.48
Utilities	4.89	3.66
Energy	-	7.28

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