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

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tortoise-icon Kotak ELSS Tax Saver Fund-Scheme-Growth

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tortoise-icon 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

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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