Bandhan ELSS Tax saver Fund vs Kotak ELSS Tax Saver Fund compare

Link copied to clipboard!

tortoise-icon Kotak ELSS Tax Saver Fund-Scheme-Growth

Invest Now

tortoise-icon Bandhan ELSS Tax saver Fund - Regular Plan - Growth

Invest Now

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) ₹6101 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 1.75 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 -0.26% 0.88%
6 Month 19.47% 15.49%
1 Year 38.61% 33.89%
3 Year 20.45% 21.18%
5 Year 22.95% 25.36%

SIP Return Analysis

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Bandhan ELSS Tax saver Fund - Regular Plan - Growth
6 Month - -
1 Year 20.07% 14.48%
3 Year 43.72% 38.21%
5 Year 82.74% 87.64%

Rolling Lumpsum Returns

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Bandhan ELSS Tax saver Fund - Regular Plan - Growth
1 Year 23.54% 26.97%
3 Year 60.68% 65.9%
5 Year 88.7% 93.17%

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 1.23% 1.08%
Beta 0.82% 0.87%
Alpha 3.07% 3.03%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Large Cap 67.91 66.73
Mid Cap 18.12 15.68
Small Cap 13.21 15.06
Others 0.71 2.53

Sector Allocation

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

Bandhan ELSS Tax saver Fund - Regular Plan - Growth

Banks 21.71 20.47
Petroleum Products 8.65 5.25
Construction 7.45 5.34
Power 4.78 3.03
IT - Software 5.19 8.61
Auto Components 6.25 3.93
Chemicals & Petrochemicals 5.39 0.73
Ferrous Metals 3.39 4
Automobiles 3.28 4.75
Gas 2.82 -
Diversified FMCG 2.13 1.55
Pharmaceuticals & Biotechnology 4.08 8.61
Cement & Cement Products 3.48 1.99
Aerospace & Defense 1.73 -
Telecom - Services 2.14 2.53
Consumer Durables 2.87 1.47
Fertilizers & Agrochemicals 1.31 -
Industrial Manufacturing 1.68 -
Electrical Equipment 2.26 2.16
Beverages 1.15 2.55
Industrial Products 3.01 1.11
Entertainment 0.99 -
Capital Markets 0.91 -
Finance 1.53 3.03
Non - Ferrous Metals 0.68 1.52
Others 0.65 2.53
Textiles & Apparels 0.44 -
Insurance - 3.26
Retailing - 2.2
Personal Products - 1.23
Transport Services - 1.01
Leisure Services - 2.74
Realty - 1.58
Consumable Fuels - 0.83
Food Products - 1.08
Telecom - Equipment & Accessories - 0.71
Oil - 0.2

Top Comparisons

SBI Overnight Fund - Regular Plan - Growth SBI Overnight Fund - Regular Plan - Growth

3Y Returns5.53%

VS

DSP Overnight Fund - Regular Plan - Growth DSP Overnight Fund - Regular Plan - Growth

3Y Returns5.57%

Compare Now

Invesco India Largecap Fund - Growth Invesco India Largecap Fund - Growth

3Y Returns16.69%

VS

HSBC Large Cap Fund - Regular Growth HSBC Large Cap Fund - Regular Growth

3Y Returns16.79%

Compare Now

Franklin India Pension Plan-Growth Franklin India Pension Plan-Growth

3Y Returns10.49%

VS

Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

3Y Returns16.37%

Compare Now

SBI NIFTY Index Fund - Regular Plan - Growth SBI NIFTY Index Fund - Regular Plan - Growth

3Y Returns15.18%

VS

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

3Y Returns27.16%

Compare Now
Request call back
Add to Cart Successfully