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

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)	₹6449 Cr	₹3778 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	0.67%	0.99%
6 Month	3.32%	3.53%
1 Year	-1.14%	0.83%
3 Year	14.7%	12.66%
5 Year	17.79%	14.88%

SIP Return Analysis

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month	2.01%	2.7%
1 Year	12.1%	12.46%
3 Year	12.55%	12.09%
5 Year	14.29%	12.02%

Rolling Lumpsum Returns

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year	12.01%	10.62%
3 Year	13.64%	11.52%
5 Year	13.56%	12.46%

Risk Management

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Standard Deviation	11.32%	12.37%
Sharp	0.73%	0.56%
Beta	0.92%	0.95%
Alpha	0.01%	-2.24%

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	5.94	5.14
Large Cap	70.04	71.92
Mid Cap	16.29	13.78
Small Cap	7.74	9.16

Sector Allocation

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	1.96	0.61
Communication Services	4.37	7.07
Energy	6.87	5.54
Financial Services	30.49	33.83
Technology	9.92	10.77
Consumer Cyclical	11.78	13.26
Healthcare	5.21	5.79
Consumer Defensive	4.87	5.1
Industrials	10.95	7.69
Basic Materials	9.76	3.91
Utilities	3.82	3.3
Real Estate	-	3.12

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