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Sundaram Diversified Equity (ELSS) Regular Plan vs Kotak ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
Sundaram Value Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak ELSS Tax Saver Fund-Scheme-Growth | Sundaram Value Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹6449 Cr | ₹1484 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 23 Nov 2005 | 22 Nov 1999 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 14.27% | 18% |
| Expense Ratio | 1.77 | 2.2 |
| Manager | Harsha Upadhyaya | Sudhir Kedia |
| ISIN Code | INF174K01369 | INF903J01538 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.82% | -0.81% |
| 6 Month | 1.51% | 3.25% |
| 1 Year | -1.79% | 3.57% |
| 3 Year | 14.47% | 12.79% |
| 5 Year | 16.86% | 15.16% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.14% | 1.89% |
| 1 Year | 11.26% | 13.03% |
| 3 Year | 12.19% | 11.75% |
| 5 Year | 14% | 12.53% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.96% | 12.78% |
| 3 Year | 13.68% | 15.08% |
| 5 Year | 13.59% | 14.04% |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.32% | 11.71% |
| Sharp | 0.73% | 0.62% |
| Beta | 0.92% | 0.84% |
| Alpha | 0.01% | -1.39% |
Fund Managers
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Sudhir Kedia |
| Total AUM | ₹139411 Cr | ₹10423 Cr |
| Funds Managed | 11 | 8 |
| Kotak ELSS Tax Saver Fund-Scheme-Growth | Sundaram Value Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.67 | 3.71 |
| Large Cap | 70.66 | 69.67 |
| Mid Cap | 15.75 | 9.92 |
| Small Cap | 6.92 | 16.7 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.46 | 2.04 |
| Communication Services | 4.4 | 4.39 |
| Energy | 6.81 | 8.19 |
| Financial Services | 30.53 | 25.31 |
| Technology | 9.85 | 8.18 |
| Consumer Cyclical | 11.78 | 11.36 |
| Healthcare | 5.22 | 5.96 |
| Consumer Defensive | 6.27 | 8.81 |
| Industrials | 10.36 | 10.28 |
| Basic Materials | 9.69 | 8.47 |
| Utilities | 3.62 | 7.01 |
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