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) | ₹6516 Cr | ₹9118 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 | 0.67% | 0.64% |
| 6 Month | 0.66% | 2.06% |
| 1 Year | 2.21% | 4.8% |
| 3 Year | 15.75% | 15.78% |
| 5 Year | 16.6% | 15.23% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.53% | 2.86% |
| 1 Year | 12.82% | 13.78% |
| 3 Year | 12.24% | 13.19% |
| 5 Year | 14.07% | 13.41% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.85% | 12.16% |
| 3 Year | 13.74% | 14.94% |
| 5 Year | 13.62% | 15.54% |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.32% | 12.05% |
| Sharp | 0.73% | 0.7% |
| Beta | 0.92% | 0.92% |
| Alpha | 0.01% | -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 | 1.42 | 2.32 |
| Large Cap | 69.82 | 72.74 |
| Mid Cap | 21.04 | 15.47 |
| Small Cap | 7.72 | 9.75 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.42 | 2.32 |
| Telecom - Services | 3.9 | 3.37 |
| Petroleum Products | 6.8 | 4.32 |
| Finance | 4.66 | 5.23 |
| IT - Software | 8.58 | 6.81 |
| Retailing | 3.52 | 5.29 |
| Pharmaceuticals & Biotechnology | 4.79 | 5.37 |
| Personal Products | 1.51 | 0.86 |
| Construction | 4.99 | 3.14 |
| Banks | 25.28 | 20.73 |
| Cement & Cement Products | 2.52 | 2.52 |
| Aerospace & Defense | 1.14 | 1.92 |
| Other Consumer Services | 1.26 | - |
| Consumer Durables | 1.28 | 1.63 |
| Automobiles | 4.86 | 4.49 |
| Electrical Equipment | 0.68 | 3.42 |
| Fertilizers & Agrochemicals | 1.74 | - |
| Food Products | 2.56 | 0.46 |
| Textiles & Apparels | 0.38 | 0.71 |
| Auto Components | 2.22 | 3.73 |
| Chemicals & Petrochemicals | 3.95 | 2.72 |
| Entertainment | 0.51 | - |
| Capital Markets | 0.6 | 1.39 |
| Transport Services | 2.04 | 1.7 |
| Power | 3.62 | 3 |
| Ferrous Metals | 1.6 | - |
| Industrial Manufacturing | 1.87 | - |
| Beverages | 0.95 | 1.95 |
| Granites & Marbles | 0.77 | - |
| Healthcare Services | - | 0.72 |
| Commercial Services & Supplies | - | 0.5 |
| Realty | - | 1.85 |
| Diversified FMCG | - | 1.39 |
| Insurance | - | 3.04 |
| Industrial Products | - | 1.97 |
| Household Products | - | 1.61 |
| Agricultural Food & other Products | - | 0.94 |
| Consumable Fuels | - | 1.18 |
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