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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) | ₹6201 Cr | ₹15216 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 | 2.48% | 2.58% |
| 6 Month | 14.81% | 17.58% |
| 1 Year | -3.54% | -0.49% |
| 3 Year | 15.1% | 13.46% |
| 5 Year | 21.17% | 13.81% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 6 Month | 3.22% | 5.26% |
| 1 Year | 8.3% | 15.63% |
| 3 Year | 14.04% | 15.62% |
| 5 Year | 15.5% | 13.07% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 1 Year | 12.35% | 10.84% |
| 3 Year | 13.3% | 11.93% |
| 5 Year | 13.28% | 12.91% |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Standard Deviation | 12.90% | 11.52% |
| Sharp | 0.64% | 0.58% |
| Beta | 0.92% | 0.93% |
| Alpha | 1.52% | -1.3% |
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 | 4.19 | 4.29 |
| Large Cap | 71.77 | 68.23 |
| Mid Cap | 16.29 | 11.49 |
| Small Cap | 7.75 | 15.99 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Others | 0.63 | 1.5 |
| Communication Services | 4.52 | 3.42 |
| Energy | 6.51 | 4.89 |
| Financial Services | 30.04 | 32.12 |
| Technology | 10.04 | 7.78 |
| Consumer Cyclical | 10.34 | 15.1 |
| Healthcare | 4.43 | 11.45 |
| Consumer Defensive | 4.75 | 7.78 |
| Industrials | 12.83 | 7.07 |
| Basic Materials | 10.18 | 7.01 |
| Utilities | 5.73 | 1.23 |
| Real Estate | - | 0.68 |
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