UTI 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 UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

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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 UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Fund Kotak ELSS Tax Saver Fund-Scheme-Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6148 Cr ₹3873 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 23 Nov 2005 30 Jul 2005
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 14.27% 23%
Expense Ratio 1.76 1.87
Manager Harsha Upadhyaya Vishal Chopda
ISIN Code INF174K01369 INF789F01547
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Month 2.13% 1.77%
6 Month -0.62% 1.32%
1 Year 22.82% 16.08%
3 Year 17.81% 11.84%
5 Year 19.86% 17.19%

SIP Return Analysis

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month - -
1 Year 13.09% 10.71%
3 Year 21.82% 17.35%
5 Year 22.32% 18.22%

Rolling Lumpsum Returns

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year 12.82% 11.36%
3 Year 12.81% 11.27%
5 Year 12.93% 11.99%

Risk Management

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Standard Deviation 11.32% 12.37%
Sharp 0.9% 0.45%
Beta 0.87% 0.96%
Alpha 2.43% -3.34%

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Fund Managers

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Name Harsha Upadhyaya Vishal Chopda
Total AUM ₹139411 Cr ₹6487 Cr
Fund Manage 11 3
Kotak ELSS Tax Saver Fund-Scheme-Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Others 1.47 2.37
Large Cap 67.31 62.97
Mid Cap 14.06 24.95
Small Cap 17.14 9.75

Sector Allocation

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Others 1.47 2.37
Telecom - Services 2.7 4.64
Petroleum Products 6.29 2.51
Finance 1.91 3.89
IT - Software 12.21 10.42
Pharmaceuticals & Biotechnology 4.34 3.03
Personal Products 1.67 2.45
Construction 7.51 1.61
Banks 19.62 21.05
Diversified FMCG 2.16 -
Non - Ferrous Metals 0.67 -
Cement & Cement Products 3.04 2.14
Aerospace & Defense 1.28 1.4
Electrical Equipment 1.05 0.09
Industrial Products 0.93 2.92
Gas 2.8 1.37
Automobiles 2.03 3.22
Fertilizers & Agrochemicals 1.56 2.38
Consumer Durables 1.61 6.59
Textiles & Apparels 0.46 -
Auto Components 3.5 3.99
Chemicals & Petrochemicals 4.8 -
Entertainment 0.98 -
Power 4.94 3.04
Ferrous Metals 1.5 1.55
Retailing 1.81 5.84
Capital Markets 4.01 -
Industrial Manufacturing 2.13 -
Beverages 1 0.3
Realty - 2.59
Healthcare Services - 2.94
Agricultural Food & other Products - 0.93
Food Products - 1.18
Leisure Services - 2
Financial Technology (Fintech) - 0.75
Insurance - 2.85

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