ADITYA BIRLA SUN LIFE 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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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)	₹6266 Cr	₹15368 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

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Month	3.67%	3.35%
6 Month	1.53%	5.69%
1 Year	-0.03%	4.21%
3 Year	21.51%	18.22%
5 Year	23.04%	15.24%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
6 Month	10.11%	12.22%
1 Year	9.43%	15.51%
3 Year	17.83%	18.11%
5 Year	18.31%	14.57%

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%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Standard Deviation	13.82%	11.52%
Sharp	0.85%	0.7%
Beta	0.92%	0.92%
Alpha	1.82%	-1.95%

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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

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Others	1.51	1.67
Large Cap	73.94	67.72
Mid Cap	16.54	15.25
Small Cap	8.01	15.34

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Others	1.43	1.67
Communication Services	4.55	-
Energy	6.53	-
Financial Services	29.16	-
Technology	10.83	-
Consumer Cyclical	9.23	-
Healthcare	4.18	-
Consumer Defensive	4.46	-
Industrials	12.59	-
Basic Materials	10.49	-
Utilities	6.54	-
Petroleum Products	-	4.68
IT - Software	-	8.11
Construction	-	2.63
Finance	-	8.15
Non - Ferrous Metals	-	1.29
Banks	-	24.34
Pharmaceuticals & Biotechnology	-	5.5
Paper, Forest & Jute Products	-	1.14
Healthcare Services	-	3.85
Automobiles	-	3.85
Personal Products	-	2.36
Transport Services	-	0.54
Agricultural Food & other Products	-	0.04
Diversified FMCG	-	1.16
Insurance	-	1.53
Realty	-	0.67
Retailing	-	4.22
Diversified Metals	-	0.92
Oil	-	1.5
Consumer Durables	-	2.64
Industrial Products	-	2.09
Leisure Services	-	2.06
Auto Components	-	1.55
Telecom - Services	-	3.34
Chemicals & Petrochemicals	-	0.82
Fertilizers & Agrochemicals	-	0.83
Cement & Cement Products	-	1.06
Industrial Manufacturing	-	1.09
Capital Markets	-	0.66
Power	-	1.23
Transport Infrastructure	-	2.33
Ferrous Metals	-	1.48
Beverages	-	0.65