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)	₹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

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%

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%

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	13.913%	11.52%
Sharp	0.496%	0.7%
Beta	0.925%	0.92%
Alpha	0.931%	-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	0.47	1.62
Large Cap	67.49	68.55
Mid Cap	15.72	15.7
Small Cap	16.32	14.13

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