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
Chart Comparison
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) | ₹5893 Cr | ₹3643 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 | 1.77 | 1.9 |
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 | 4.43% | 3.89% |
6 Month | -4.87% | -4.92% |
1 Year | 6.21% | 9.67% |
3 Year | 15.6% | 12.27% |
5 Year | 24.37% | 21.99% |
SIP Return Analysis
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -0.8% | 0.07% |
1 Year | -7.97% | -5.07% |
3 Year | 14.3% | 12.73% |
5 Year | 16.85% | 14.04% |
Rolling Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.07% | 11.44% |
3 Year | 12.97% | 11.24% |
5 Year | 13.04% | 12.09% |
Risk Management
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.913% | 12.37% |
Sharp | 0.496% | 0.28% |
Beta | 0.925% | 0.94% |
Alpha | 0.931% | -2.54% |
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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 |
Funds Managed | 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 | 0.47 | 2.72 |
Large Cap | 67.49 | 70.82 |
Mid Cap | 15.72 | 19.84 |
Small Cap | 16.32 | 6.63 |
Sector Allocation
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.4 | 2.72 |
Communication Services | 3.79 | 6.36 |
Energy | 5.98 | 3.08 |
Financial Services | 26.37 | 32.26 |
Technology | 15.12 | 10.44 |
Consumer Cyclical | 9.78 | 13.94 |
Healthcare | 4.3 | 5.88 |
Consumer Defensive | 4.93 | 6.89 |
Industrials | 13.07 | 7.14 |
Basic Materials | 9.32 | 5.22 |
Utilities | 6.93 | 3.56 |
Real Estate | - | 2.52 |
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