BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH vs Kotak ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH
Chart Comparison
Overview
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|
Fund | Kotak ELSS Tax Saver Fund-Scheme-Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6201 Cr | ₹896 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 23 Nov 2005 | 05 Jan 2006 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 14.27% | % |
Expense Ratio | 1.77 | 2.2 |
Manager | Harsha Upadhyaya | Miten Vora |
ISIN Code | INF174K01369 | INF251K01985 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|
1 Month | 0.65% | 0.53% |
6 Month | 9.8% | 8.94% |
1 Year | -2.19% | -0.93% |
3 Year | 17.18% | 19.24% |
5 Year | 20.49% | 18.4% |
SIP Return Analysis
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|
6 Month | 1.57% | 1.94% |
1 Year | 9.59% | 9.53% |
3 Year | 13.46% | 16.31% |
5 Year | 15.04% | 15.36% |
Rolling Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|
1 Year | 12.21% | 11.98% |
3 Year | 13.41% | 12.5% |
5 Year | 13.38% | 14.51% |
Risk Management
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|
Standard Deviation | 12.76% | 13.18% |
Sharp | 0.72% | 0.83% |
Beta | 0.94% | 0.95% |
Alpha | 0.99% | 2.54% |
Fund Managers
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|
Name | Harsha Upadhyaya | Miten Vora |
Total AUM | ₹139411 Cr | ₹6478 Cr |
Funds Managed | 11 | 6 |
Kotak ELSS Tax Saver Fund-Scheme-Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
Market Cap
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|
Others | 4.81 | 6.64 |
Large Cap | 72.37 | 60.63 |
Mid Cap | 15.77 | 19.41 |
Small Cap | 7.05 | 13.33 |
Sector Allocation
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|
Others | 1.12 | 3.2 |
Communication Services | 4.38 | 3.05 |
Energy | 6.23 | 3.87 |
Financial Services | 29.67 | 29.26 |
Technology | 11.73 | 10.42 |
Consumer Cyclical | 10.84 | 15.13 |
Healthcare | 4.31 | 8.05 |
Consumer Defensive | 4.84 | 5.23 |
Industrials | 11.31 | 11.52 |
Basic Materials | 9.87 | 7.16 |
Utilities | 5.69 | 3.11 |
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