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) | ₹5893 Cr | ₹8376 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 | 1.7 |
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 | 3.53% | 3.08% |
6 Month | -4.74% | -4.27% |
1 Year | 2.77% | 6.99% |
3 Year | 15.93% | 14.36% |
5 Year | 23.16% | 22.1% |
SIP Return Analysis
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 0.66% | 1.01% |
1 Year | -6.57% | -3.91% |
3 Year | 14.84% | 14.18% |
5 Year | 17.06% | 15.6% |
Rolling Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.07% | 13.14% |
3 Year | 12.97% | 14.97% |
5 Year | 13.04% | 15.29% |
Risk Management
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.913% | 12.05% |
Sharp | 0.496% | 0.39% |
Beta | 0.925% | 0.94% |
Alpha | 0.931% | -1.09% |
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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 | 0.47 | 4.45 |
Large Cap | 67.49 | 71.1 |
Mid Cap | 15.72 | 14.57 |
Small Cap | 16.32 | 9.87 |
Sector Allocation
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.4 | 4.45 |
Communication Services | 3.79 | 3.68 |
Energy | 5.98 | 5.53 |
Financial Services | 26.37 | 28.14 |
Technology | 15.12 | 9.03 |
Consumer Cyclical | 9.78 | 14.21 |
Healthcare | 4.3 | 6.67 |
Consumer Defensive | 4.93 | 5.99 |
Industrials | 13.07 | 10.95 |
Basic Materials | 9.32 | 5.54 |
Utilities | 6.93 | 3.92 |
Real Estate | - | 1.88 |
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