BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH vs Kotak ELSS Tax Saver Fund compare

BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH vs Kotak ELSS Tax Saver Fund compare

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Kotak ELSS Tax Saver Fund-Scheme-Growth

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BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH

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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	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)	₹6516 Cr	₹952 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	-1.51%	-1.35%
6 Month	-0.95%	2.98%
1 Year	1.14%	3.81%
3 Year	14.99%	19.02%
5 Year	16.81%	15.4%

SIP Return Analysis

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH
6 Month	1.17%	3.76%
1 Year	8.99%	15.93%
3 Year	11.51%	16.5%
5 Year	13.82%	15.81%

Rolling Lumpsum Returns

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH
1 Year	11.96%	11.86%
3 Year	13.68%	12.66%
5 Year	13.59%	14.6%

Risk Management

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH
Standard Deviation	11.32%	13.26%
Sharp	0.73%	0.87%
Beta	0.92%	0.96%
Alpha	0.01%	3.32%

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	6.67	6.98
Large Cap	70.66	61.31
Mid Cap	15.75	21.66
Small Cap	6.92	10.06

Sector Allocation

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH
Others	1.46	1.9
Communication Services	4.4	3.2
Energy	6.81	4.21
Financial Services	30.53	31.64
Technology	9.85	11.32
Consumer Cyclical	11.78	14.77
Healthcare	5.22	7
Consumer Defensive	6.27	4.31
Industrials	10.36	11.49
Basic Materials	9.69	7.15
Utilities	3.62	3.01

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