Bandhan ELSS Tax saver Fund 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 Bandhan ELSS Tax saver Fund - 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 Bandhan ELSS Tax saver Fund - Regular Plan - Growth
Fund Kotak ELSS Tax Saver Fund-Scheme-Growth Bandhan ELSS Tax saver Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6299 Cr ₹6858 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 01 Nov 2005 26 Dec 2008
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE 500
Turn Over 14.27% 13%
Expense Ratio 1.74 1.74
Manager Harsha Upadhyaya Ritika Behera
ISIN Code INF174K01369 INF194K01292
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Bandhan ELSS Tax saver Fund - Regular Plan - Growth
1 Month -6.08% -6.01%
6 Month 2.26% 3.08%
1 Year 27.93% 21.5%
3 Year 15.09% 14.31%
5 Year 19.41% 21.98%

SIP Return Analysis

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Bandhan ELSS Tax saver Fund - Regular Plan - Growth
6 Month - -
1 Year 19.54% 12.61%
3 Year 22.81% 20.08%
5 Year 22.75% 23.63%

Rolling Lumpsum Returns

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Bandhan ELSS Tax saver Fund - Regular Plan - Growth
1 Year 12.82% 15.12%
3 Year 12.81% 16.92%
5 Year 12.93% 16.68%

Risk Management

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Bandhan ELSS Tax saver Fund - Regular Plan - Growth
Standard Deviation 11.32% 12.32%
Sharp 0.87% 1.08%
Beta 0.86% 0.87%
Alpha 2.94% 3.03%

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Fund Managers

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Bandhan ELSS Tax saver Fund - Regular Plan - Growth
Name Harsha Upadhyaya Ritika Behera
Total AUM ₹139411 Cr ₹43013 Cr
Fund Manage 11 19
Kotak ELSS Tax Saver Fund-Scheme-Growth Bandhan ELSS Tax saver Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

Bandhan ELSS Tax saver Fund - Regular Plan - Growth

Others 0.71 2.22
Large Cap 67.91 65.98
Mid Cap 18.12 16.18
Small Cap 13.21 15.62

Sector Allocation

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

Bandhan ELSS Tax saver Fund - Regular Plan - Growth

Others 0.65 2.22
Telecom - Services 2.14 2.64
Petroleum Products 8.65 4.9
Finance 1.53 2.94
IT - Software 5.19 9.87
Pharmaceuticals & Biotechnology 4.08 9.46
Construction 7.45 5.53
Banks 21.71 18.84
Diversified FMCG 2.13 1.73
Non - Ferrous Metals 0.68 1.45
Cement & Cement Products 3.48 1.78
Ferrous Metals 3.39 2.96
Aerospace & Defense 1.73 -
Electrical Equipment 2.26 2.02
Industrial Products 3.01 0.48
Gas 2.82 -
Automobiles 3.28 4.76
Fertilizers & Agrochemicals 1.31 0.76
Consumer Durables 2.87 1.65
Textiles & Apparels 0.44 -
Auto Components 6.25 3.64
Chemicals & Petrochemicals 5.39 0.6
Entertainment 0.99 -
Power 4.78 2.86
Capital Markets 0.91 -
Industrial Manufacturing 1.68 -
Beverages 1.15 2.53
Personal Products - 1.23
Leisure Services - 2.67
Telecom - Equipment & Accessories - 0.71
Insurance - 3.78
Retailing - 2.24
Diversified Metals - 0.83
Oil - 0.23
Food Products - 1.68
Transport Services - 0.9
Consumable Fuels - 0.58
Realty - 1.53

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