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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) | ₹419 Cr | ₹6266 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 | 2.33% | 0.71% |
| 6 Month | 1.82% | -0.98% |
| 1 Year | 1.28% | -0.44% |
| 3 Year | 26.07% | 21.47% |
| 5 Year | 21.57% | 22.66% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|
| 6 Month | 8.27% | 6.03% |
| 1 Year | 5.9% | 3.13% |
| 3 Year | 21.09% | 15.93% |
| 5 Year | 18.91% | 17.33% |
Rolling Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|
| 1 Year | 18.91% | 12.67% |
| 3 Year | 18.3% | 13.12% |
| 5 Year | 18.29% | 13.21% |
Risk Management
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|
| Standard Deviation | 15.71% | 13.82% |
| Sharp | 1.02% | 0.85% |
| Beta | 1.00% | 0.92% |
| Alpha | 5.28% | 1.82% |
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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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