Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
2/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
elssDirect
Union ELSS Tax Saver Fund (Formerly Union Tax Saver (ELSS) Fund - Direct Plan - Growth Option
3Y ago₹1.39 L
5Y ago₹1.70 L
elssDirect
Kotak ELSS Tax Saver Fund - Direct Plan - Growth
3Y ago₹1.41 L
5Y ago₹1.81 L
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Union ELSS Tax Saver Fund (Form… | Kotak ELSS Tax Saver Fund - Dir… |
|---|---|---|
| Fund house | Union Mutual Fund | Kotak Mahindra Mutual Fund |
| Category | Equity Scheme - ELSS | Equity Scheme - ELSS |
| Plan | Direct | Direct |
| Latest NAV | ₹72.72 | ₹140.021 |
| Assets managed (AUM) | — | — |
| 1M return | 1.01% | 0.58% |
| 6M return | 2.64% | 2.19% |
| 1Y return | 3.41% | 4.90% |
| 3Y CAGR | 11.67% | 12.15% |
| 5Y CAGR | 11.26% | 12.66% |
| Since inception CAGR | 13.28% | 15.13% |
| Bumpiness · 3Y (annualised σ) | 14.09 | 14.41 |
| Worst drop ever | -35.36% | -36.43% |
| Sharpe · 3Y (rf=6%) | 0.38 | 0.40 |