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ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs Kotak ELSS Tax Saver Fund compare

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tortoise-icon Kotak ELSS Tax Saver Fund-Scheme-Growth

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tortoise-icon ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - 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 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) ₹5893 Cr ₹14626 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 0.1% 1.74%
6 Month -3.25% 2.35%
1 Year -1.59% 4.25%
3 Year 21.94% 18.29%
5 Year 23.45% 15.7%

SIP Return Analysis

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
6 Month 6.74% 9.27%
1 Year 2.09% 8.87%
3 Year 15.32% 15.67%
5 Year 16.89% 13.16%

Rolling Lumpsum Returns

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Year 12.67% 11.25%
3 Year 13.12% 11.87%
5 Year 13.21% 12.85%

Risk Management

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Standard Deviation 13.913% 11.52%
Sharp 0.496% 0.7%
Beta 0.925% 0.92%
Alpha 0.931% -1.95%

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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 0.47 1.62
Large Cap 67.49 68.55
Mid Cap 15.72 15.7
Small Cap 16.32 14.13

Sector Allocation

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

Others 0.4 1.62
Communication Services 3.79 -
Energy 5.98 -
Financial Services 26.37 -
Technology 15.12 -
Consumer Cyclical 9.78 -
Healthcare 4.3 -
Consumer Defensive 4.93 -
Industrials 13.07 -
Basic Materials 9.32 -
Utilities 6.93 -
Petroleum Products - 4.85
IT - Software - 7.94
Construction - 2.48
Finance - 7.58
Non - Ferrous Metals - 1.32
Banks - 23.47
Pharmaceuticals & Biotechnology - 6.19
Paper, Forest & Jute Products - 1.04
Healthcare Services - 3.87
Automobiles - 4.19
Personal Products - 2.17
Transport Services - 0.76
Diversified FMCG - 1.23
Insurance - 1.34
Realty - 0.65
Retailing - 4.45
Diversified Metals - 0.92
Oil - 1.59
Consumer Durables - 2.77
Industrial Products - 1.72
Leisure Services - 1.94
Auto Components - 1.84
Telecom - Services - 3.96
Chemicals & Petrochemicals - 0.75
Fertilizers & Agrochemicals - 0.87
Cement & Cement Products - 1.15
Industrial Manufacturing - 1.22
Capital Markets - 0.57
Power - 1.36
Transport Infrastructure - 2.05
Ferrous Metals - 1.45
Beverages - 0.69

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