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UTI ELSS Tax Saver Fund vs Kotak ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹6201 Cr | ₹3665 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.55% | 0.17% |
| 6 Month | 9.59% | 8.41% |
| 1 Year | -2.83% | -3.66% |
| 3 Year | 16.93% | 13.7% |
| 5 Year | 20.56% | 18.26% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.57% | 1.26% |
| 1 Year | 9.59% | 8.71% |
| 3 Year | 13.46% | 12.14% |
| 5 Year | 15.04% | 12.21% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.21% | 10.86% |
| 3 Year | 13.41% | 11.39% |
| 5 Year | 13.38% | 12.32% |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.76% | 12.37% |
| Sharp | 0.72% | 0.54% |
| Beta | 0.94% | 0.94% |
| Alpha | 0.99% | -3.01% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.81 | 6.22 |
| Large Cap | 72.37 | 71.67 |
| Mid Cap | 15.77 | 13.1 |
| Small Cap | 7.05 | 9 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.12 | 1.02 |
| Communication Services | 4.38 | 7.21 |
| Energy | 6.23 | 4.54 |
| Financial Services | 29.67 | 32.36 |
| Technology | 11.73 | 10.21 |
| Consumer Cyclical | 10.84 | 14.57 |
| Healthcare | 4.31 | 6.66 |
| Consumer Defensive | 4.84 | 6.13 |
| Industrials | 11.31 | 8.19 |
| Basic Materials | 9.87 | 3.21 |
| Utilities | 5.69 | 3.58 |
| Real Estate | - | 2.31 |
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