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

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tortoise-icon Kotak ELSS Tax Saver Fund-Scheme-Growth

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tortoise-icon Axis ELSS Tax Saver Fund - Regular Plan - Growth

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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 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) ₹6148 Cr ₹36533 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 23 Nov 2005 29 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 1.76 1.52
Manager Harsha Upadhyaya Shreyash Devalkar
ISIN Code INF174K01369 INF846K01131
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Month -8.79% -7.73%
6 Month -7.47% -3.61%
1 Year 14.92% 11.74%
3 Year 13.1% 5.44%
5 Year 17.89% 12.26%

SIP Return Analysis

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
6 Month - -
1 Year 3.37% 3.91%
3 Year 18.51% 14.44%
5 Year 20% 13.49%

Rolling Lumpsum Returns

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
1 Year 12.82% 14.64%
3 Year 12.81% 14.38%
5 Year 12.93% 17%

Risk Management

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth
Standard Deviation 11.32% 15.43%
Sharp 0.8% 0.14%
Beta 0.87% 1.03%
Alpha 2.68% -6.33%

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Fund Managers

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

Market Cap

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

Axis ELSS Tax Saver Fund - Regular Plan - Growth

Others 1.47 3.99
Large Cap 67.31 66.2
Mid Cap 14.06 26.49
Small Cap 17.14 3.27

Sector Allocation

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

Axis ELSS Tax Saver Fund - Regular Plan - Growth

Others 1.47 3.99
Telecom - Services 2.7 3.56
Petroleum Products 6.29 1
Finance 1.91 8.23
IT - Software 12.21 7.44
Pharmaceuticals & Biotechnology 4.34 7.56
Personal Products 1.67 0.26
Construction 7.51 1.97
Banks 19.62 15.39
Diversified FMCG 2.16 0.51
Non - Ferrous Metals 0.67 0.26
Cement & Cement Products 3.04 1.79
Aerospace & Defense 1.28 0.61
Electrical Equipment 1.05 2.59
Industrial Products 0.93 2.3
Gas 2.8 -
Automobiles 2.03 6.36
Fertilizers & Agrochemicals 1.56 2.38
Consumer Durables 1.61 1.42
Textiles & Apparels 0.46 -
Auto Components 3.5 2
Chemicals & Petrochemicals 4.8 2.73
Entertainment 0.98 -
Power 4.94 5.57
Ferrous Metals 1.5 0.49
Retailing 1.81 6.88
Capital Markets 4.01 0.87
Industrial Manufacturing 2.13 -
Beverages 1 1.42
Healthcare Services - 2.17
Leisure Services - 1.57
Paper, Forest & Jute Products - 0.47
Insurance - 2.99
Realty - 1
Food Products - 1.95
Financial Technology (Fintech) - 0.9
Transport Services - 1.32

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