Canara Robeco ELSS Tax Saver Fund vs Kotak ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak ELSS Tax Saver Fund-Scheme-Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6201 Cr | ₹8744 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 23 Nov 2005 | 02 Feb 2009 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE 500 TRI |
Turn Over | 14.27% | 32% |
Expense Ratio | 1.77 | 1.69 |
Manager | Harsha Upadhyaya | Shridatta Bhandwaldar |
ISIN Code | INF174K01369 | INF760K01100 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.07% | 1.95% |
6 Month | 15.3% | 15.3% |
1 Year | -3.74% | -2.37% |
3 Year | 15% | 13.68% |
5 Year | 20.67% | 19.3% |
SIP Return Analysis
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.22% | 3.42% |
1 Year | 8.3% | 9.57% |
3 Year | 14.04% | 14.35% |
5 Year | 15.5% | 14.45% |
Rolling Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 12.35% | 12.57% |
3 Year | 13.3% | 14.98% |
5 Year | 13.28% | 15.42% |
Risk Management
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.90% | 12.05% |
Sharp | 0.64% | 0.63% |
Beta | 0.92% | 0.92% |
Alpha | 1.52% | -0.63% |
Fund Managers
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Name | Harsha Upadhyaya | Shridatta Bhandwaldar |
Total AUM | ₹139411 Cr | ₹69491 Cr |
Funds Managed | 11 | 12 |
Kotak ELSS Tax Saver Fund-Scheme-Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.19 | 6.03 |
Large Cap | 71.77 | 67.85 |
Mid Cap | 16.29 | 16.12 |
Small Cap | 7.75 | 10 |
Sector Allocation
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.63 | 3.71 |
Communication Services | 4.52 | 3.15 |
Energy | 6.51 | 5.69 |
Financial Services | 30.04 | 28.78 |
Technology | 10.04 | 7.32 |
Consumer Cyclical | 10.34 | 14.54 |
Healthcare | 4.43 | 7.22 |
Consumer Defensive | 4.75 | 6.16 |
Industrials | 12.83 | 12.51 |
Basic Materials | 10.18 | 5.59 |
Utilities | 5.73 | 3.67 |
Real Estate | - | 1.64 |
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