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

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ITI ELSS Tax Saver Fund Regular - Growth

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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 Risk	Very High Risk
Asset Size (Cr)	₹374 Cr	₹5893 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	18 Oct 2019	23 Nov 2005
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	%	14.27%
Expense Ratio	2.32	1.77
Manager	Vishal Jajoo	Harsha Upadhyaya
ISIN Code	INF00XX01374	INF174K01369
Exits Load	Data not available./365	Data not available./365

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
1 Month	-4.5%	-5.14%
6 Month	-15.28%	-12.41%
1 Year	2.6%	3.65%
3 Year	16.17%	13.63%
5 Year	14.59%	16.01%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
6 Month	-	-
1 Year	-15.23%	-13.55%
3 Year	16.07%	12.25%
5 Year	16.61%	16.6%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
1 Year	21.48%	13.07%
3 Year	18.31%	12.97%
5 Year	17.85%	13.04%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
Standard Deviation	13.905%	13.07%
Sharp	0.774%	0.645%
Beta	0.917%	0.901%
Alpha	3.597%	1.418%

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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

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
Others	5.45	1.47
Large Cap	50.01	67.31
Small Cap	34.83	17.14
Mid Cap	9.71	14.06

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
Others	5.45	1.47
Telecom - Services	2.47	2.7
Realty	4	-
Electrical Equipment	3.49	1.05
Food Products	1.33	-
Industrial Manufacturing	1.51	2.13
Construction	3.23	7.51
Textiles & Apparels	1.32	0.46
Banks	15.29	19.62
IT - Software	4.44	12.21
Paper, Forest & Jute Products	3.86	-
IT - Services	1.07	-
Pharmaceuticals & Biotechnology	2.1	4.34
Insurance	0.76	-
Automobiles	3.48	2.03
Finance	4.61	1.91
Diversified FMCG	3.15	2.16
Industrial Products	8.38	0.93
Oil	1.28	-
Ferrous Metals	1.18	1.5
Power	6	4.94
Chemicals & Petrochemicals	2.3	4.8
Transport Services	4.51	-
Engineering Services	1.12	-
Household Products	0.53	-
Commercial Services & Supplies	3.35	-
Retailing	9.26	1.81
Auto Components	0.53	3.5
Petroleum Products	-	6.29
Personal Products	-	1.67
Non - Ferrous Metals	-	0.67
Cement & Cement Products	-	3.04
Aerospace & Defense	-	1.28
Gas	-	2.8
Fertilizers & Agrochemicals	-	1.56
Consumer Durables	-	1.61
Entertainment	-	0.98
Capital Markets	-	4.01
Beverages	-	1