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

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Kotak ELSS Tax Saver Fund-Scheme-Growth

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ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

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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	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)	₹5893 Cr	₹14626 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹500	₹500
Launch Date	23 Nov 2005	07 Mar 2008
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	14.27%	26%
Expense Ratio	1.77	1.7
Manager	Harsha Upadhyaya	Atul Penkar
ISIN Code	INF174K01369	INF209K01108
Exits Load	Data not available./365	Data not available./365

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Month	4.06%	3.06%
6 Month	-6.9%	-6.74%
1 Year	6.63%	9.26%
3 Year	14.95%	11.45%
5 Year	24.68%	16.51%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
6 Month	-0.8%	0.75%
1 Year	-7.97%	-4.19%
3 Year	14.3%	12.77%
5 Year	16.85%	11.68%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Year	13.07%	11.75%
3 Year	12.97%	11.9%
5 Year	13.04%	12.76%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Standard Deviation	13.913%	11.52%
Sharp	0.496%	0.29%
Beta	0.925%	0.92%
Alpha	0.931%	-2.4%

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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
Funds Managed	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	0.47	1.41
Large Cap	67.49	69.74
Mid Cap	15.72	14.72
Small Cap	16.32	14.15

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Others	0.4	1.41
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	-	5.59
IT - Software	-	8.82
Construction	-	3.17
Finance	-	7.17
Non - Ferrous Metals	-	0.87
Banks	-	20.98
Pharmaceuticals & Biotechnology	-	6.02
Chemicals & Petrochemicals	-	1.17
Paper, Forest & Jute Products	-	1.01
Healthcare Services	-	3.76
Cement & Cement Products	-	2.22
Automobiles	-	3.9
Personal Products	-	2.21
Transport Services	-	2.22
Diversified FMCG	-	1.24
Insurance	-	1.05
Realty	-	0.59
Retailing	-	4.24
Diversified Metals	-	0.94
Oil	-	1.59
Consumer Durables	-	2.73
Industrial Products	-	1.02
Leisure Services	-	2.08
Auto Components	-	1.74
Telecom - Services	-	3.62
Fertilizers & Agrochemicals	-	1.19
Industrial Manufacturing	-	1.49
Capital Markets	-	0.59
Power	-	1.3
Transport Infrastructure	-	1.96
Ferrous Metals	-	1.51
Beverages	-	0.62