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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
Chart Comparison
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) | ₹5893 Cr | ₹34497 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 | 1.77 | 1.54 |
| 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 | 4.06% | 3.14% |
| 6 Month | -6.9% | -3.33% |
| 1 Year | 6.63% | 9.54% |
| 3 Year | 14.95% | 10.73% |
| 5 Year | 24.68% | 18.64% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.8% | 1.6% |
| 1 Year | -7.97% | 0.38% |
| 3 Year | 14.3% | 14.49% |
| 5 Year | 16.85% | 12.72% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.07% | 14.83% |
| 3 Year | 12.97% | 14.18% |
| 5 Year | 13.04% | 16.65% |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.913% | 15.43% |
| Sharp | 0.496% | 0.2% |
| Beta | 0.925% | 1.01% |
| Alpha | 0.931% | -3.88% |
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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 |
| Funds Managed | 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 | 0.47 | 5.07 |
| Large Cap | 67.49 | 71.58 |
| Mid Cap | 15.72 | 20.5 |
| Small Cap | 16.32 | 2.85 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.4 | 5.07 |
| Communication Services | 3.79 | 5.57 |
| Energy | 5.98 | 1.18 |
| Financial Services | 26.37 | 29.59 |
| Technology | 15.12 | 8.79 |
| Consumer Cyclical | 9.78 | 13.72 |
| Healthcare | 4.3 | 10.27 |
| Consumer Defensive | 4.93 | 5.16 |
| Industrials | 13.07 | 8.84 |
| Basic Materials | 9.32 | 7.4 |
| Utilities | 6.93 | 3.2 |
| Real Estate | - | 1.22 |
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