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

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Kotak ELSS Tax Saver Fund-Scheme-Growth

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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 Risk	Very High Risk
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

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Month	-5.14%	-2.36%
6 Month	-12.41%	-10.87%
1 Year	3.65%	6.8%
3 Year	13.63%	10.04%
5 Year	16.01%	14.38%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	-13.1%	-7.46%
3 Year	12.25%	10.97%
5 Year	16.33%	13.9%

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%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Standard Deviation	13.07%	12.37%
Sharp	0.645%	0.26%
Beta	0.901%	0.97%
Alpha	1.418%	-3.86%

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

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