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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) | ₹374 Cr | ₹5893 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 | 4.31% | 6.08% |
| 6 Month | -8.5% | -5.57% |
| 1 Year | -0.16% | 3.04% |
| 3 Year | 20.02% | 17.03% |
| 5 Year | 22.52% | 24.23% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|
| 6 Month | -1.39% | 1.32% |
| 1 Year | -10.76% | -4.91% |
| 3 Year | 16.67% | 14.61% |
| 5 Year | 16.24% | 16.79% |
Rolling Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|
| 1 Year | 20.61% | 13.07% |
| 3 Year | 18.2% | 12.97% |
| 5 Year | 17.5% | 13.04% |
Risk Management
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|
| Standard Deviation | 13.905% | 13.913% |
| Sharp | 0.774% | 0.496% |
| Beta | 0.917% | 0.925% |
| Alpha | 3.597% | 0.931% |
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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 | 4.4 | 0.47 |
| Large Cap | 41.83 | 67.49 |
| Small Cap | 44.62 | 16.32 |
| Mid Cap | 9.14 | 15.72 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|
| Others | 1.66 | 0.4 |
| Communication Services | 2.67 | 3.79 |
| Industrials | 20.77 | 13.07 |
| Consumer Defensive | 3.66 | 4.93 |
| Basic Materials | 10.08 | 9.32 |
| Financial Services | 26.02 | 26.37 |
| Consumer Cyclical | 11.66 | 9.78 |
| Technology | 9.68 | 15.12 |
| Healthcare | 2.53 | 4.3 |
| Energy | 1 | 5.98 |
| Real Estate | 4.73 | - |
| Utilities | 5.53 | 6.93 |
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