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

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Kotak ELSS Tax Saver Fund-Scheme-Growth

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Sundaram Diversified Equity (ELSS) Regular Plan - Growth

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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 Diversified Equity (ELSS) Regular Plan - Growth
Fund	Kotak ELSS Tax Saver Fund-Scheme-Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹5893 Cr	₹1468 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹250
Min Addl Investment	₹500	₹500
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	2.21
Manager	Harsha Upadhyaya	Sudhir Kedia
ISIN Code	INF174K01369	INF903J01538
Exits Load	Data not available./365	Data not available./365

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Month	6.62%	5.18%
6 Month	1.19%	4.16%
1 Year	5.33%	9.19%
3 Year	20.25%	17.08%
5 Year	25.47%	23.43%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month	5.66%	5.26%
1 Year	2.18%	5.33%
3 Year	16.84%	14.04%
5 Year	17.88%	15.28%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year	13.07%	12.34%
3 Year	12.97%	14.95%
5 Year	13.04%	13.23%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Standard Deviation	13.913%	11.71%
Sharp	0.496%	0.57%
Beta	0.925%	0.87%
Alpha	0.931%	-0.89%

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Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Sundaram Diversified Equity (ELSS) 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 Diversified Equity (ELSS) Regular Plan - Growth

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Others	0.47	3.87
Large Cap	67.49	72.32
Mid Cap	15.72	13.14
Small Cap	16.32	10.66

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Others	0.4	3.87
Communication Services	3.79	-
Energy	5.98	-
Financial Services	26.37	-
Technology	15.12	-
Consumer Cyclical	9.78	-
Healthcare	4.3	-
Consumer Defensive	4.93	-
Industrials	13.07	-
Basic Materials	9.32	-
Utilities	6.93	-
Petroleum Products	-	5.03
IT - Software	-	6.08
Retailing	-	3.33
Cement & Cement Products	-	3
IT - Services	-	0.55
Construction	-	3.83
Diversified FMCG	-	3.72
Banks	-	28.3
Pharmaceuticals & Biotechnology	-	5.19
Industrial Manufacturing	-	0.92
Automobiles	-	5.43
Healthcare Services	-	2.28
Electrical Equipment	-	0.89
Finance	-	3.64
Gas	-	1.04
Transport Services	-	3.5
Consumer Durables	-	3.16
Insurance	-	0.95
Agricultural Food & other Products	-	1.19
Oil	-	0.74
Chemicals & Petrochemicals	-	0.9
Telecom - Services	-	3.4
Auto Components	-	1.19
Capital Markets	-	2.04
Fertilizers & Agrochemicals	-	2.15
Beverages	-	1.15
Power	-	0.96
Transport Infrastructure	-	0.53
Leisure Services	-	1.03