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
Chart Comparison
| 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) | ₹6299 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 | 1.74 | 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 | -6.08% | -7.38% |
| 6 Month | 2.26% | 4.76% |
| 1 Year | 27.93% | 23.94% |
| 3 Year | 15.09% | 9.18% |
| 5 Year | 19.41% | 11.88% |
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 19.54% | 16.96% |
| 3 Year | 22.81% | 18.12% |
| 5 Year | 22.75% | 15.27% |
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 1 Year | 12.82% | 11.54% |
| 3 Year | 12.81% | 11.95% |
| 5 Year | 12.93% | 12.9% |
| 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 | 0.87% | 0.42% |
| Beta | 0.86% | 0.92% |
| Alpha | 2.94% | -3.01% |
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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 |
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