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) ₹6148 Cr ₹6900 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 1.76 1.74
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 -5.72% -3.88%
6 Month -6.7% -6.9%
1 Year 14.34% 7.06%
3 Year 14.05% 12.59%
5 Year 17.63% 20.11%

SIP Return Analysis

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth Bandhan ELSS Tax saver Fund - Regular Plan - Growth
6 Month - -
1 Year - -3.16%
3 Year 17.35% 15.05%
5 Year 19.55% 20.38%

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 0.8% 1.08%
Beta 0.87% 0.87%
Alpha 2.68% 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 1.47 4.08
Large Cap 67.31 66.54
Mid Cap 14.06 14.31
Small Cap 17.14 15.07

Sector Allocation

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

Bandhan ELSS Tax saver Fund - Regular Plan - Growth

Others 1.47 4.08
Telecom - Services 2.7 2.57
Petroleum Products 6.29 5.02
Finance 1.91 2.93
IT - Software 12.21 8.77
Pharmaceuticals & Biotechnology 4.34 8.7
Personal Products 1.67 1.1
Construction 7.51 5.38
Banks 19.62 20.53
Diversified FMCG 2.16 1.77
Non - Ferrous Metals 0.67 0.99
Cement & Cement Products 3.04 1.94
Aerospace & Defense 1.28 -
Electrical Equipment 1.05 2.04
Industrial Products 0.93 0.38
Gas 2.8 -
Automobiles 2.03 3.56
Fertilizers & Agrochemicals 1.56 0.96
Consumer Durables 1.61 1.65
Textiles & Apparels 0.46 -
Auto Components 3.5 3.53
Chemicals & Petrochemicals 4.8 0.57
Entertainment 0.98 -
Power 4.94 3.57
Ferrous Metals 1.5 2.68
Retailing 1.81 2.17
Capital Markets 4.01 -
Industrial Manufacturing 2.13 -
Beverages 1 2.44
Leisure Services - 2.37
Telecom - Equipment & Accessories - 0.84
Insurance - 3.63
Diversified Metals - 1.14
Oil - 0.58
Food Products - 1.59
Transport Services - 1
Realty - 1.52

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