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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) | ₹420 Cr | ₹6355 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 | -4.95% | -2.72% |
| 6 Month | 12.37% | 10.14% |
| 1 Year | -2.71% | -1.02% |
| 3 Year | 19.37% | 15.72% |
| 5 Year | 18.96% | 21.06% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|
| 6 Month | 1.64% | 2.82% |
| 1 Year | 0.67% | 2.06% |
| 3 Year | 16.32% | 13.16% |
| 5 Year | 16.15% | 15.27% |
Rolling Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|
| 1 Year | 17.67% | 12.35% |
| 3 Year | 18.44% | 13.3% |
| 5 Year | 19.61% | 13.28% |
Risk Management
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|
| Standard Deviation | 15.25% | 12.81% |
| Sharp | 0.94% | 0.82% |
| Beta | 1.05% | 0.92% |
| Alpha | 4.48% | 1.93% |
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 | 9.18 | 4.19 |
| Small Cap | 47.59 | 7.75 |
| Large Cap | 36.05 | 71.77 |
| Mid Cap | 7.19 | 16.29 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|
| Others | 2.46 | 0.63 |
| Communication Services | 2.7 | 4.52 |
| Consumer Defensive | 1.92 | 4.75 |
| Basic Materials | 10.66 | 10.18 |
| Industrials | 21.84 | 12.83 |
| Financial Services | 30.65 | 30.04 |
| Consumer Cyclical | 9.4 | 10.34 |
| Technology | 7.39 | 10.04 |
| Healthcare | 2.03 | 4.43 |
| Energy | 0 | 6.51 |
| Utilities | 6.47 | 5.73 |
| Real Estate | 4.47 | - |
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