ITI ELSS Tax Saver Fund Regular vs Kotak ELSS Tax Saver Fund compare

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tortoise-icon ITI ELSS Tax Saver Fund Regular - Growth

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Kotak ELSS Tax Saver Fund-Scheme-Growth
Fund ITI ELSS Tax Saver Fund Regular - Growth Kotak ELSS Tax Saver Fund-Scheme-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹363 Cr ₹6299 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 18 Oct 2019 01 Nov 2005
Category ELSS ELSS
Fund Type Open-ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over % 14.27%
Expense Ratio 2.3 1.74
Manager Vishal Jajoo Harsha Upadhyaya
ISIN Code INF00XX01374 INF174K01369
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Kotak ELSS Tax Saver Fund-Scheme-Growth
1 Month 2.62% -5.89%
6 Month 22.96% 7.53%
1 Year 57.89% 35.96%
3 Year 21.67% 17.58%
5 Year - 20.51%

SIP Return Analysis

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Kotak ELSS Tax Saver Fund-Scheme-Growth
6 Month - -
1 Year 25.56% 20.07%
3 Year 54.01% 43.72%
5 Year 80.34% 82.74%

Rolling Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Kotak ELSS Tax Saver Fund-Scheme-Growth
1 Year 20.38% 12.84%
3 Year 18.31% 12.9%
5 Year 18.57% 12.97%

Risk Management

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Kotak ELSS Tax Saver Fund-Scheme-Growth
Standard Deviation 12.51% 11.32%
Sharp 1.03% 1.09%
Beta 0.83% 0.84%
Alpha 1.91% 3.44%

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Fund Managers

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Kotak ELSS Tax Saver Fund-Scheme-Growth
Name Vishal Jajoo Harsha Upadhyaya
Total AUM ₹762 Cr ₹139411 Cr
Fund Manage 3 11
ITI ELSS Tax Saver Fund Regular - Growth Kotak ELSS Tax Saver Fund-Scheme-Growth

Market Cap

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

Kotak ELSS Tax Saver Fund-Scheme-Growth

Others 6.74 0.71
Large Cap 49.09 67.91
Small Cap 28.6 13.21
Mid Cap 15.57 18.12

Sector Allocation

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

Kotak ELSS Tax Saver Fund-Scheme-Growth

Others 1.76 0.65
Telecom - Services 11.75 2.14
Petroleum Products 2.08 8.65
Electrical Equipment 1.65 2.26
Construction 6.35 7.45
Industrial Manufacturing 1.13 1.68
Textiles & Apparels 3.11 0.44
Banks 11.64 21.71
IT - Software 4.69 5.19
Paper, Forest & Jute Products 2.3 -
Aerospace & Defense 1.69 1.73
Automobiles 5.91 3.28
Finance 3.86 1.53
Diversified FMCG 1.21 2.13
Pharmaceuticals & Biotechnology 0.66 4.08
Industrial Products 9.98 3.01
Realty 4.94 -
Ferrous Metals 3.18 3.39
Chemicals & Petrochemicals 1.12 5.39
Auto Components 2.29 6.25
Engineering Services 0.61 -
Power 4.81 4.78
Transport Services 3.53 -
Commercial Services & Supplies 1.84 -
Retailing 7.91 -
Non - Ferrous Metals - 0.68
Cement & Cement Products - 3.48
Gas - 2.82
Fertilizers & Agrochemicals - 1.31
Consumer Durables - 2.87
Entertainment - 0.99
Capital Markets - 0.91
Beverages - 1.15

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