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

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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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)	₹6148 Cr	₹15895 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	1.76	1.68
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	3.29%	2.15%
6 Month	6.2%	6.43%
1 Year	29.65%	24.8%
3 Year	18.33%	12.01%
5 Year	20.91%	13.1%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
6 Month	-	-
1 Year	21.99%	18.21%
3 Year	24.49%	19.55%
5 Year	23.59%	15.97%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Year	12.82%	11.54%
3 Year	12.81%	11.95%
5 Year	12.93%	12.9%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Standard Deviation	11.32%	11.52%
Sharp	0.87%	0.44%
Beta	0.86%	0.93%
Alpha	2.94%	-3.58%

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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
Fund Manage	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	1.47	0.71
Large Cap	67.31	68.16
Mid Cap	14.06	16.78
Small Cap	17.14	14.39

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Others	1.47	0.71
Telecom - Services	2.7	3.19
Petroleum Products	6.29	5.79
Finance	1.91	6.67
IT - Software	12.21	6.8
Pharmaceuticals & Biotechnology	4.34	6.33
Personal Products	1.67	2.4
Construction	7.51	4.78
Banks	19.62	19.95
Diversified FMCG	2.16	1.31
Non - Ferrous Metals	0.67	0.81
Cement & Cement Products	3.04	1.8
Aerospace & Defense	1.28	-
Electrical Equipment	1.05	0.01
Industrial Products	0.93	-
Gas	2.8	-
Automobiles	2.03	5.21
Fertilizers & Agrochemicals	1.56	1.71
Consumer Durables	1.61	4.01
Textiles & Apparels	0.46	-
Auto Components	3.5	2.57
Chemicals & Petrochemicals	4.8	1.16
Entertainment	0.98	-
Power	4.94	1.46
Ferrous Metals	1.5	1.07
Retailing	1.81	3.81
Capital Markets	4.01	0.69
Industrial Manufacturing	2.13	2.32
Beverages	1	0.6
Paper, Forest & Jute Products	-	1.23
Healthcare Services	-	3.29
Transport Services	-	2.02
Insurance	-	1.96
Realty	-	1.48
Diversified Metals	-	0.95
Oil	-	1.62
Leisure Services	-	2.33