UTI ELSS Tax Saver Fund vs Kotak ELSS Tax Saver Fund compare

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Kotak ELSS Tax Saver Fund-Scheme-Growth

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UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Fund	Kotak ELSS Tax Saver Fund-Scheme-Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹5893 Cr	₹3643 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	23 Nov 2005	30 Jul 2005
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	14.27%	23%
Expense Ratio	1.77	1.9
Manager	Harsha Upadhyaya	Vishal Chopda
ISIN Code	INF174K01369	INF789F01547
Exits Load	Data not available./365	Data not available./365

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Month	1.65%	2.1%
6 Month	-5.48%	-2.78%
1 Year	-1.21%	3.17%
3 Year	20.69%	17.95%
5 Year	23.49%	20.91%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month	6.74%	6.8%
1 Year	2.09%	3.93%
3 Year	15.32%	14.14%
5 Year	16.89%	14.29%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year	12.67%	11.19%
3 Year	13.12%	11.24%
5 Year	13.21%	12.2%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Standard Deviation	13.913%	12.37%
Sharp	0.496%	0.67%
Beta	0.925%	0.94%
Alpha	0.931%	-2.15%

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Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Name	Harsha Upadhyaya	Vishal Chopda
Total AUM	₹139411 Cr	₹6487 Cr
Funds Managed	11	3
	Kotak ELSS Tax Saver Fund-Scheme-Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	0.47	3.67
Large Cap	67.49	70.46
Mid Cap	15.72	19.63
Small Cap	16.32	6.24

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	0.4	3.67
Communication Services	3.79	-
Energy	5.98	-
Financial Services	26.37	-
Technology	15.12	-
Consumer Cyclical	9.78	-
Healthcare	4.3	-
Consumer Defensive	4.93	-
Industrials	13.07	-
Basic Materials	9.32	-
Utilities	6.93	-
Petroleum Products	-	4.8
Industrial Products	-	2.98
IT - Software	-	9.23
Retailing	-	4.51
Pharmaceuticals & Biotechnology	-	2.8
Banks	-	21.77
Automobiles	-	4.06
Cement & Cement Products	-	1.97
Ferrous Metals	-	2.1
Realty	-	2.48
Personal Products	-	2.36
Finance	-	5.74
Fertilizers & Agrochemicals	-	1.21
Consumer Durables	-	5.08
Agricultural Food & other Products	-	1.11
Food Products	-	1.43
Aerospace & Defense	-	1.56
Leisure Services	-	2.32
Telecom - Services	-	4.73
Healthcare Services	-	2.83
Financial Technology (Fintech)	-	0.66
Entertainment	-	0.51
Power	-	2.48
Insurance	-	2.98
Auto Components	-	3.33
Gas	-	1.3