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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 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 | 3.53% | 3.41% |
| 6 Month | -4.74% | -0.89% |
| 1 Year | 2.77% | 6.42% |
| 3 Year | 15.93% | 13.4% |
| 5 Year | 23.16% | 21.43% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.66% | 2.11% |
| 1 Year | -6.57% | -0.89% |
| 3 Year | 14.84% | 12.79% |
| 5 Year | 17.06% | 14.93% |
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% | 0.35% |
| Beta | 0.925% | 0.87% |
| Alpha | 0.931% | -1.41% |
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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 | 3.85 |
| Large Cap | 67.49 | 72.56 |
| Mid Cap | 15.72 | 13.33 |
| Small Cap | 16.32 | 10.27 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 0.4 | 4.33 |
| Communication Services | 3.79 | 5.33 |
| Energy | 5.98 | 5.59 |
| Financial Services | 26.37 | 33.52 |
| Technology | 15.12 | 9.43 |
| Consumer Cyclical | 9.78 | 10.51 |
| Healthcare | 4.3 | 6.76 |
| Consumer Defensive | 4.93 | 6.1 |
| Industrials | 13.07 | 11.4 |
| Basic Materials | 9.32 | 5.59 |
| Utilities | 6.93 | 1.44 |
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