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	1.65%	1.81%
6 Month	-5.48%	-1.96%
1 Year	-1.21%	4.66%
3 Year	20.69%	17.43%
5 Year	23.49%	21.59%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month	6.74%	6.53%
1 Year	2.09%	5.71%
3 Year	15.32%	13.14%
5 Year	16.89%	14.59%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year	12.67%	11.98%
3 Year	13.12%	14.87%
5 Year	13.21%	13.4%

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%	0.72%
Beta	0.925%	0.87%
Alpha	0.931%	-1.4%

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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	4.28
Large Cap	67.49	71.87
Mid Cap	15.72	13.89
Small Cap	16.32	9.96

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Others	0.4	4.28
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	-	5.38
IT - Software	-	5.74
Retailing	-	2.79
Cement & Cement Products	-	3.91
IT - Services	-	0.53
Construction	-	3.15
Diversified FMCG	-	5.23
Banks	-	29.24
Pharmaceuticals & Biotechnology	-	5.34
Industrial Manufacturing	-	0.93
Automobiles	-	5.42
Healthcare Services	-	2.38
Finance	-	2.46
Gas	-	1.05
Transport Services	-	1.92
Consumer Durables	-	2.62
Insurance	-	1.03
Agricultural Food & other Products	-	1.35
Industrial Products	-	0.51
Electrical Equipment	-	0.64
Oil	-	0.77
Chemicals & Petrochemicals	-	0.93
Telecom - Services	-	3.26
Auto Components	-	1.24
Capital Markets	-	2.04
Fertilizers & Agrochemicals	-	2.22
Beverages	-	1.11
Power	-	0.92
Transport Infrastructure	-	0.53
Leisure Services	-	1.08