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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) | ₹6355 Cr | ₹1489 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 | 2.2 |
| 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 | 2.48% | 1.12% |
| 6 Month | 14.81% | 14.11% |
| 1 Year | -3.54% | -1.03% |
| 3 Year | 15.1% | 12.11% |
| 5 Year | 21.17% | 18.83% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.22% | 3.28% |
| 1 Year | 8.3% | 10.49% |
| 3 Year | 14.04% | 12.62% |
| 5 Year | 15.5% | 13.55% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.35% | 11.72% |
| 3 Year | 13.3% | 14.94% |
| 5 Year | 13.28% | 13.5% |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.90% | 11.71% |
| Sharp | 0.64% | 0.58% |
| Beta | 0.92% | 0.84% |
| Alpha | 1.52% | -1.04% |
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 | 4.19 | 13.97 |
| Large Cap | 71.77 | 68.83 |
| Mid Cap | 16.29 | 9.76 |
| Small Cap | 7.75 | 7.44 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 0.63 | 13.97 |
| Communication Services | 4.52 | 3.29 |
| Energy | 6.51 | 6.49 |
| Financial Services | 30.04 | 29.04 |
| Technology | 10.04 | 5.44 |
| Consumer Cyclical | 10.34 | 13.47 |
| Healthcare | 4.43 | 5.49 |
| Consumer Defensive | 4.75 | 7.3 |
| Industrials | 12.83 | 5.93 |
| Basic Materials | 10.18 | 6.38 |
| Utilities | 5.73 | 3.19 |
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