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) | ₹6278 Cr | ₹8799 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 | -0.08% | 0.88% |
| 6 Month | 5.48% | 6.62% |
| 1 Year | -0.13% | 2.44% |
| 3 Year | 14.66% | 14.17% |
| 5 Year | 19.37% | 18.29% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.82% | 1.71% |
| 1 Year | 8.6% | 11.43% |
| 3 Year | 12.28% | 13.41% |
| 5 Year | 14.18% | 13.64% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.21% | 12.37% |
| 3 Year | 13.41% | 14.89% |
| 5 Year | 13.38% | 15.47% |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.65% | 12.30% |
| Sharp | 0.69% | 0.66% |
| Beta | 0.91% | 0.92% |
| Alpha | 0.07% | -0.60% |
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 | 6.25 | 6.45 |
| Large Cap | 69.53 | 68.04 |
| Mid Cap | 16.46 | 15.66 |
| Small Cap | 7.76 | 9.84 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.96 | 3.53 |
| Communication Services | 4.29 | 3.4 |
| Energy | 6.77 | 5.67 |
| Financial Services | 30.3 | 28.56 |
| Technology | 10.04 | 6.6 |
| Consumer Cyclical | 11.2 | 15.78 |
| Healthcare | 4.61 | 6.83 |
| Consumer Defensive | 5.01 | 5.83 |
| Industrials | 10.97 | 13.28 |
| Basic Materials | 9.77 | 5.35 |
| Utilities | 4.1 | 3.39 |
| Real Estate | - | 1.78 |
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