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Bandhan ELSS Tax saver Fund vs Kotak ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak ELSS Tax Saver Fund-Scheme-Growth | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5893 Cr | ₹6620 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 23 Nov 2005 | 26 Dec 2008 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 |
| Turn Over | 14.27% | 13% |
| Expense Ratio | 1.77 | 1.76 |
| Manager | Harsha Upadhyaya | Ritika Behera |
| ISIN Code | INF174K01369 | INF194K01292 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.65% | 2.19% |
| 6 Month | -5.48% | -1.88% |
| 1 Year | -1.21% | 1.81% |
| 3 Year | 20.69% | 19.6% |
| 5 Year | 23.49% | 27.05% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 6.74% | 6.71% |
| 1 Year | 2.09% | 3.79% |
| 3 Year | 15.32% | 14.43% |
| 5 Year | 16.89% | 17.37% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.67% | 14.6% |
| 3 Year | 13.12% | 16.56% |
| 5 Year | 13.21% | 16.86% |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.913% | 13.362% |
| Sharp | 0.496% | 0.5% |
| Beta | 0.925% | 0.908% |
| Alpha | 0.931% | 0.818% |
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Fund Managers
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Ritika Behera |
| Total AUM | ₹139411 Cr | ₹43013 Cr |
| Funds Managed | 11 | 19 |
| Kotak ELSS Tax Saver Fund-Scheme-Growth | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.47 | 7.41 |
| Large Cap | 67.49 | 67.25 |
| Mid Cap | 15.72 | 12.52 |
| Small Cap | 16.32 | 12.82 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.4 | 7.41 |
| Communication Services | 3.79 | 3.08 |
| Energy | 5.98 | 6.87 |
| Financial Services | 26.37 | 31.46 |
| Technology | 15.12 | 8.99 |
| Consumer Cyclical | 9.78 | 8.12 |
| Healthcare | 4.3 | 7.38 |
| Consumer Defensive | 4.93 | 8.17 |
| Industrials | 13.07 | 6.12 |
| Basic Materials | 9.32 | 8.87 |
| Utilities | 6.93 | 2.17 |
| Real Estate | - | 1.34 |
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