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

Kotak ELSS Tax Saver Fund-Scheme-Growth

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Axis ELSS Tax Saver Fund - Regular Plan - Growth

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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)	₹6299 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	1.74	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	1.25%	1%
6 Month	6.3%	11.12%
1 Year	29.56%	24.84%
3 Year	18.02%	8.51%
5 Year	20.27%	14.19%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
6 Month	-	-
1 Year	12.66%	13.63%
3 Year	21.51%	16.75%
5 Year	22.16%	15.4%

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%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Axis ELSS Tax Saver Fund - Regular Plan - Growth
Standard Deviation	11.32%	15.43%
Sharp	0.87%	0.14%
Beta	0.86%	1.03%
Alpha	2.94%	-7.1%

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

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