Sundaram Diversified Equity (ELSS) Regular Plan vs Kotak ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Chart Comparison
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 |
Trailing Lumpsum Returns
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% |
SIP Return Analysis
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% |
Rolling Lumpsum Returns
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% |
Risk Management
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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Fund Managers
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 |
Market Cap
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 |
Sector Allocation
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 |
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