Bandhan ELSS Tax saver Fund vs Kotak ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
Chart Comparison
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) | ₹5893 Cr | ₹6620 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 23 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 | 1.77 | 1.76 |
Manager | Harsha Upadhyaya | Ritika Behera |
ISIN Code | INF174K01369 | INF194K01292 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
---|---|---|
1 Month | 7.44% | 5.93% |
6 Month | -13.3% | -11.87% |
1 Year | 4.6% | 2.79% |
3 Year | 13.74% | 12.95% |
5 Year | 25.28% | 30.4% |
SIP Return Analysis
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
---|---|---|
6 Month | -6.28% | -3.64% |
1 Year | -12.87% | -9.39% |
3 Year | 13.41% | 12.7% |
5 Year | 16.65% | 17.94% |
Rolling Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
---|---|---|
1 Year | 13.07% | 15.12% |
3 Year | 12.97% | 16.75% |
5 Year | 13.04% | 16.76% |
Risk Management
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.913% | 13.362% |
Sharp | 0.496% | 0.5% |
Beta | 0.925% | 0.908% |
Alpha | 0.931% | 0.818% |
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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 |
Funds Managed | 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 | 0.47 | 7.41 |
Large Cap | 67.49 | 67.25 |
Mid Cap | 15.72 | 12.52 |
Small Cap | 16.32 | 12.82 |
Sector Allocation
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
---|---|---|
Others | 0.4 | 7.41 |
Communication Services | 3.79 | 3.08 |
Energy | 5.98 | 6.87 |
Financial Services | 26.37 | 31.46 |
Technology | 15.12 | 8.99 |
Consumer Cyclical | 9.78 | 8.12 |
Healthcare | 4.3 | 7.38 |
Consumer Defensive | 4.93 | 8.17 |
Industrials | 13.07 | 6.12 |
Basic Materials | 9.32 | 8.87 |
Utilities | 6.93 | 2.17 |
Real Estate | - | 1.34 |
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