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

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tortoise-icon Kotak ELSS Tax Saver Fund-Scheme-Growth

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tortoise-icon 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) ₹4393 Cr ₹14918 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹500
Launch Date 01 Nov 2005 29 Mar 1996
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 14.27% 26%
Expense Ratio 1.79 1.69
Manager Harsha Upadhyaya Atul Penkar
ISIN Code INF174K01369 INF209K01108
Exits Load Nil/365 Nil/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 3.43% 4.83%
6 Month 24.2% 17.86%
1 Year 41.89% 35.52%
3 Year 21.81% 13.83%
5 Year 21.65% 14.37%

SIP Return Analysis

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
6 Month - -
1 Year 20.07% 15.99%
3 Year 43.72% 30.49%
5 Year 82.74% 47.62%

Rolling Lumpsum Returns

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Year 23.54% 15.28%
3 Year 60.68% 36.01%
5 Year 88.7% 53.59%

Risk Management

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 1.17% 0.55%
Beta 0.82% 0.88%
Alpha 3.13% -4.5%

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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
Fund Manage 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

Large Cap 61.91 65.43
Mid Cap 23.82 20.95
Small Cap 12.53 12.19
Others 1.74 1.44

Sector Allocation

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

Automobile 11.73 9.97
Financial 20.65 23.09
Construction 5.93 5.76
Energy 14.35 9.45
Chemicals 5.26 1.97
Metals & Mining 5.32 1.86
Technology 3.65 6.45
Consumer Staples 3.03 6.32
Healthcare 4.07 7.92
Capital Goods 11.98 3.27
Materials 3.31 2.35
Communication 2.14 3.57
Consumer Discretionary 2.85 3.68
Diversified 1.38 0.56
Others 1.3 1.44
Insurance 0.96 1.15
Services 1.67 11.2
Textiles 0.42 -

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