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)	₹6449 Cr	₹15682 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	0.67%	0.45%
6 Month	3.32%	5.5%
1 Year	-1.14%	5.48%
3 Year	14.7%	14.02%
5 Year	17.79%	12.48%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
6 Month	2.01%	3.12%
1 Year	12.1%	17.8%
3 Year	12.55%	14.82%
5 Year	14.29%	12.78%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Year	12.01%	10.48%
3 Year	13.64%	12.12%
5 Year	13.56%	13.01%

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	0.73%	0.68%
Beta	0.92%	0.93%
Alpha	0.01%	-0.84%

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	1.95	1.27
Large Cap	69.71	68.16
Mid Cap	19.59	11.84
Small Cap	8.75	18.75

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Others	2.58	1.27
Telecom - Services	3.85	3.49
Petroleum Products	6.87	4.04
Finance	5.16	7.74
IT - Software	8.36	7.86
Retailing	3.68	4.88
Pharmaceuticals & Biotechnology	4.85	5.51
Personal Products	1.44	2.59
Construction	5	2.83
Banks	24.75	24.59
Cement & Cement Products	2.75	1.11
Aerospace & Defense	1.06	-
Consumer Durables	1.29	2.9
Automobiles	4.47	2.63
Electrical Equipment	0.69	-
Industrial Products	0.58	2.36
Fertilizers & Agrochemicals	1.56	0.64
Food Products	2.49	-
Textiles & Apparels	0.42	-
Auto Components	2.31	1.55
Chemicals & Petrochemicals	4.06	0.82
Entertainment	0.52	-
Capital Markets	0.57	1.83
Transport Services	1.96	-
Power	3.83	2.1
Ferrous Metals	1.65	-
Industrial Manufacturing	2.31	-
Beverages	0.94	1.45
Diversified FMCG	-	1
Non - Ferrous Metals	-	1.69
Insurance	-	2.83
Paper, Forest & Jute Products	-	0.96
Healthcare Services	-	4.45
Agricultural Food & other Products	-	0.73
Diversified Metals	-	0.3
Oil	-	1.25
Leisure Services	-	1.68
Transport Infrastructure	-	2.31
Realty	-	0.63