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

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

Link copied to clipboard!

Kotak ELSS Tax Saver Fund-Scheme-Growth

Invest Now

UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Invest Now

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)	₹6355 Cr	₹3732 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	-2.72%	-2.76%
6 Month	10.14%	7.35%
1 Year	-1.02%	-1.48%
3 Year	15.72%	11.98%
5 Year	21.06%	18.07%

SIP Return Analysis

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month	2.82%	1.48%
1 Year	2.06%	0.35%
3 Year	13.16%	11.37%
5 Year	15.27%	12.22%

Rolling Lumpsum Returns

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year	12.35%	10.99%
3 Year	13.3%	11.32%
5 Year	13.28%	12.26%

Risk Management

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Standard Deviation	12.81%	13.05%
Sharp	0.82%	0.56%
Beta	0.92%	0.94%
Alpha	1.93%	-1.50%

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	4.19	4.9
Large Cap	71.77	72.02
Mid Cap	16.29	13.52
Small Cap	7.75	9.56

Sector Allocation

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	0.63	0.63
Communication Services	4.52	6.26
Energy	6.51	4.6
Financial Services	30.04	33.32
Technology	10.04	10.16
Consumer Cyclical	10.34	13.73
Healthcare	4.43	6.9
Consumer Defensive	4.75	6.24
Industrials	12.83	8.95
Basic Materials	10.18	3.33
Utilities	5.73	3.62
Real Estate	-	2.26

Top Comparisons

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

3Y Returns11.32%

VS

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

3Y Returns11.07%

Compare Now

Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option

3Y Returns20.09%

VS

Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option

3Y Returns14.85%

Compare Now

WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option

3Y Returns6.51%

VS

Bandhan Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns7.09%

Compare Now

Kotak Dynamic Bond Fund Regular Plan Growth

3Y Returns7.06%

VS

SBI Dynamic Bond Fund - Regular Plan - Growth

3Y Returns7.84%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully