ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs Kotak ELSS Tax Saver Fund compare

Kotak ELSS Tax Saver Fund-Scheme-Growth

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

Overview

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Fund	Kotak ELSS Tax Saver Fund-Scheme-Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹6101 Cr	₹16326 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹500	₹500
Launch Date	01 Nov 2005	29 Mar 1996
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	14.27%	26%
Expense Ratio	1.75	1.68
Manager	Harsha Upadhyaya	Atul Penkar
ISIN Code	INF174K01369	INF209K01108
Exits Load	Nil/365	Nil/365

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Month	-0.26%	6.31%
6 Month	19.47%	24.38%
1 Year	38.61%	35.06%
3 Year	20.45%	13.14%
5 Year	22.95%	15.84%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
6 Month	-	-
1 Year	20.07%	15.99%
3 Year	43.72%	30.49%
5 Year	82.74%	47.62%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Year	23.54%	15.28%
3 Year	60.68%	36.01%
5 Year	88.7%	53.59%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Standard Deviation	11.32%	11.52%
Sharp	1.23%	0.59%
Beta	0.82%	0.92%
Alpha	3.07%	-3.39%

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Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Name	Harsha Upadhyaya	Atul Penkar
Total AUM	₹139411 Cr	₹21393 Cr
Fund Manage	11	3
	Kotak ELSS Tax Saver Fund-Scheme-Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Others	0.71	1.44
Large Cap	67.91	65.43
Mid Cap	18.12	20.95
Small Cap	13.21	12.19

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Others	0.65	1.44
Telecom - Services	2.14	-
Petroleum Products	8.65	-
Finance	1.53	-
IT - Software	5.19	-
Pharmaceuticals & Biotechnology	4.08	-
Construction	7.45	5.76
Banks	21.71	-
Diversified FMCG	2.13	-
Non - Ferrous Metals	0.68	-
Cement & Cement Products	3.48	-
Ferrous Metals	3.39	-
Aerospace & Defense	1.73	-
Electrical Equipment	2.26	-
Industrial Products	3.01	-
Gas	2.82	-
Automobiles	3.28	-
Fertilizers & Agrochemicals	1.31	-
Consumer Durables	2.87	-
Textiles & Apparels	0.44	-
Auto Components	6.25	-
Chemicals & Petrochemicals	5.39	-
Entertainment	0.99	-
Power	4.78	-
Capital Markets	0.91	-
Industrial Manufacturing	1.68	-
Beverages	1.15	-
Energy	-	9.45
Technology	-	6.45
Consumer Staples	-	6.32
Metals & Mining	-	1.86
Financial	-	23.09
Healthcare	-	7.92
Chemicals	-	1.97
Materials	-	2.35
Automobile	-	9.97
Services	-	11.2
Insurance	-	1.15
Consumer Discretionary	-	3.68
Communication	-	3.57
Diversified	-	0.56
Capital Goods	-	3.27