Sundaram Diversified Equity (ELSS) Regular Plan vs Kotak ELSS Tax Saver Fund compare

Sundaram Diversified Equity (ELSS) Regular Plan vs Kotak ELSS Tax Saver Fund compare

Link copied to clipboard!

Kotak ELSS Tax Saver Fund-Scheme-Growth

Invest Now

Sundaram Value Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹6278 Cr	₹1442 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	3.9%	3.52%
6 Month	6.76%	6.37%
1 Year	2.36%	5.88%
3 Year	16.16%	13.29%
5 Year	20.62%	18.91%

SIP Return Analysis

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Sundaram Value Fund - Regular Plan - Growth
6 Month	1.97%	1.43%
1 Year	10.45%	10.49%
3 Year	13.8%	12.26%
5 Year	15.32%	13.22%

Rolling Lumpsum Returns

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Sundaram Value Fund - Regular Plan - Growth
1 Year	12.21%	11.54%
3 Year	13.41%	14.89%
5 Year	13.38%	13.59%

Risk Management

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Sundaram Value Fund - Regular Plan - Growth
Standard Deviation	12.76%	11.71%
Sharp	0.72%	0.64%
Beta	0.94%	0.84%
Alpha	0.99%	-1.57%

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	6.25	2.9
Large Cap	69.53	71.59
Mid Cap	16.46	8.58
Small Cap	7.76	16.93

Sector Allocation

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Sundaram Value Fund - Regular Plan - Growth
Others	2.96	2.9
Communication Services	4.29	4.04
Energy	6.77	7.55
Financial Services	30.3	22.93
Technology	10.04	7.19
Consumer Cyclical	11.2	12.8
Healthcare	4.61	7.73
Consumer Defensive	5.01	10.1
Industrials	10.97	10.01
Basic Materials	9.77	8.81
Utilities	4.1	5.95

Top Comparisons

Kotak Large & Midcap Fund - Growth

3Y Returns19.57%

VS

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

3Y Returns16.75%

Compare Now

SBI Infrastructure Fund - Regular Plan - Growth

3Y Returns22.3%

VS

DSP India T.I.G.E.R. Fund - Regular Plan - Growth

3Y Returns26.23%

Compare Now

Bandhan Financial Services Fund - Regular (G)

3Y Returns0%

VS

Mirae Asset Banking and Financial Services Fund Regular Growth

3Y Returns18.06%

Compare Now

ICICI Prudential Equity & Debt Fund - Growth

3Y Returns19.55%

VS

Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

3Y Returns14.13%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully