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) | ₹6493 Cr | ₹9103 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 | -2.85% | -3.01% |
6 Month | 5.15% | 5.52% |
1 Year | -4.84% | -1.71% |
3 Year | 16.52% | 14.76% |
5 Year | 21.49% | 20.38% |
SIP Return Analysis
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.36% | 5.23% |
1 Year | 4.78% | 6.17% |
3 Year | 15.3% | 15.27% |
5 Year | 16.77% | 15.55% |
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 | 13.43% | 12.05% |
Sharp | 1.06% | 1.05% |
Beta | 0.92% | 0.94% |
Alpha | 1.81% | -0.71% |
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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 | 3.84 | 5.93 |
Large Cap | 71.77 | 68.06 |
Mid Cap | 16.66 | 15.7 |
Small Cap | 7.73 | 10.3 |
Sector Allocation
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.26 | 3.46 |
Communication Services | 4.66 | 3.64 |
Energy | 6.66 | 5.77 |
Financial Services | 30.17 | 28.98 |
Technology | 10.65 | 7.73 |
Consumer Cyclical | 9.37 | 14.71 |
Healthcare | 4.37 | 6.97 |
Consumer Defensive | 4.61 | 5.74 |
Industrials | 13.24 | 11.95 |
Basic Materials | 10.26 | 5.7 |
Utilities | 5.77 | 3.61 |
Real Estate | - | 1.75 |
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