Axis ELSS Tax Saver Fund vs Kotak ELSS Tax Saver Fund compare

Kotak ELSS Tax Saver Fund-Scheme-Growth

Axis ELSS Tax Saver Fund - Regular Plan - Growth

Overview

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
Fund	Kotak ELSS Tax Saver Fund-Scheme-Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹6101 Cr	₹37109 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	01 Nov 2005	05 Dec 2009
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	14.27%	25%
Expense Ratio	1.75	1.52
Manager	Harsha Upadhyaya	Shreyash Devalkar
ISIN Code	INF174K01369	INF846K01131
Exits Load	Nil/365	Nil/365

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Month	-0.26%	5.25%
6 Month	19.47%	20.44%
1 Year	38.61%	35.69%
3 Year	20.45%	9.01%
5 Year	22.95%	17.36%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
6 Month	-	-
1 Year	20.07%	14.47%
3 Year	43.72%	26.06%
5 Year	82.74%	47.5%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Year	23.54%	16.9%
3 Year	60.68%	35.44%
5 Year	88.7%	52.44%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
Standard Deviation	11.32%	15.43%
Sharp	1.23%	0.42%
Beta	0.82%	1.06%
Alpha	3.07%	-7.8%

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Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
Name	Harsha Upadhyaya	Shreyash Devalkar
Total AUM	₹139411 Cr	₹166770 Cr
Fund Manage	11	14
	Kotak ELSS Tax Saver Fund-Scheme-Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
Large Cap	67.91	65.09
Mid Cap	18.12	25.26
Small Cap	13.21	1.57
Others	0.71	8.05

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
Banks	21.71	-
Petroleum Products	8.65	-
Construction	7.45	1.65
Power	4.78	-
IT - Software	5.19	-
Auto Components	6.25	-
Chemicals & Petrochemicals	5.39	-
Ferrous Metals	3.39	-
Automobiles	3.28	-
Gas	2.82	-
Diversified FMCG	2.13	-
Pharmaceuticals & Biotechnology	4.08	-
Cement & Cement Products	3.48	-
Aerospace & Defense	1.73	-
Telecom - Services	2.14	-
Consumer Durables	2.87	-
Fertilizers & Agrochemicals	1.31	-
Industrial Manufacturing	1.68	-
Electrical Equipment	2.26	-
Beverages	1.15	-
Industrial Products	3.01	-
Entertainment	0.99	-
Capital Markets	0.91	-
Finance	1.53	-
Non - Ferrous Metals	0.68	-
Others	0.65	4.44
Textiles & Apparels	0.44	-
Financial	-	23.42
Technology	-	8.01
Energy	-	9.65
Services	-	11.47
Healthcare	-	8.44
Chemicals	-	6.41
Consumer Staples	-	4.5
Automobile	-	9.17
Communication	-	2.29
Materials	-	4.02
Capital Goods	-	3.93
Metals & Mining	-	0.62
Consumer Discretionary	-	0.54
Insurance	-	0.98
Diversified	-	0.43