UTI ELSS Tax Saver Fund vs Kotak ELSS Tax Saver Fund compare

Kotak ELSS Tax Saver Fund-Scheme-Growth

UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

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)	₹6101 Cr	₹3919 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	01 Nov 2005	01 Aug 2005
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	14.27%	23%
Expense Ratio	1.75	1.88
Manager	Harsha Upadhyaya	Vishal Chopda
ISIN Code	INF174K01369	INF789F01547
Exits Load	Nil/365	Nil/365

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Month	-0.26%	4.58%
6 Month	19.47%	25.25%
1 Year	38.61%	32.84%
3 Year	20.45%	14.29%
5 Year	22.95%	21.77%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	20.07%	15.2%
3 Year	43.72%	30.76%
5 Year	82.74%	63.05%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year	23.54%	21.05%
3 Year	60.68%	48.23%
5 Year	88.7%	69.76%

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	1.23%	0.64%
Beta	0.82%	0.93%
Alpha	3.07%	-2.51%

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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

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	0.71	2.72
Large Cap	67.91	63.89
Mid Cap	18.12	24.91
Small Cap	13.21	8.46

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	0.65	1.37
Telecom - Services	2.14	-
Petroleum Products	8.65	-
Finance	1.53	-
IT - Software	5.19	-
Pharmaceuticals & Biotechnology	4.08	-
Construction	7.45	3.27
Banks	21.71	-
Diversified FMCG	2.13	-
Non - Ferrous Metals	0.68	-
Cement & Cement Products	3.48	-
Ferrous Metals	3.39	-
Aerospace & Defense	1.73	-
Electrical Equipment	2.26	-
Industrial Products	3.01	-
Gas	2.82	-
Automobiles	3.28	-
Fertilizers & Agrochemicals	1.31	-
Consumer Durables	2.87	-
Textiles & Apparels	0.44	-
Auto Components	6.25	-
Chemicals & Petrochemicals	5.39	-
Entertainment	0.99	-
Power	4.78	-
Capital Markets	0.91	-
Industrial Manufacturing	1.68	-
Beverages	1.15	-
Financial	-	26.33
Energy	-	6.01
Materials	-	2.96
Technology	-	8.91
Healthcare	-	5.7
Automobile	-	9.16
Metals & Mining	-	1.82
Consumer Staples	-	6.13
Chemicals	-	2.07
Services	-	8.42
Consumer Discretionary	-	6.25
Capital Goods	-	5.22
Communication	-	4.23
Insurance	-	2.13