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ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs Kotak ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Fund | Kotak ELSS Tax Saver Fund-Scheme-Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6452 Cr | ₹15415 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 23 Nov 2005 | 07 Mar 2008 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 14.27% | 26% |
| Expense Ratio | 1.77 | 1.7 |
| Manager | Harsha Upadhyaya | Atul Penkar |
| ISIN Code | INF174K01369 | INF209K01108 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 1 Month | -1.19% | -1.34% |
| 6 Month | -0.7% | 0.84% |
| 1 Year | 6.92% | 12.85% |
| 3 Year | 15.99% | 15.81% |
| 5 Year | 16.42% | 11.22% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 6 Month | 1.21% | 1.29% |
| 1 Year | 9.31% | 12.43% |
| 3 Year | 10.67% | 12.93% |
| 5 Year | 13.25% | 12.08% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 1 Year | 11.79% | 10.4% |
| 3 Year | 13.77% | 12.18% |
| 5 Year | 13.66% | 12.97% |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Standard Deviation | 12.58% | 12.26% |
| Sharp | 0.69% | 0.66% |
| Beta | 0.93% | 0.94% |
| Alpha | -0.32% | -0.86% |
Fund Managers
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Name | Harsha Upadhyaya | Atul Penkar |
| Total AUM | ₹139411 Cr | ₹21393 Cr |
| Funds Managed | 11 | 3 |
| Kotak ELSS Tax Saver Fund-Scheme-Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
Market Cap
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Others | 8.67 | 6.84 |
| Large Cap | 69.42 | 68.38 |
| Mid Cap | 15.64 | 8.64 |
| Small Cap | 6.27 | 16.14 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Others | 0.85 | 1.24 |
| Communication Services | 4.49 | 3.64 |
| Energy | 7.28 | 4.53 |
| Financial Services | 31.7 | 32.64 |
| Technology | 9.66 | 10.09 |
| Consumer Cyclical | 12.48 | 13.73 |
| Healthcare | 4.96 | 10.27 |
| Consumer Defensive | 5.02 | 8.38 |
| Industrials | 10.08 | 7.33 |
| Basic Materials | 9.84 | 4.67 |
| Utilities | 3.66 | 2.02 |
| Real Estate | - | 1.46 |
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