BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH vs Kotak ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH
Chart Comparison
Overview
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|
Fund | Kotak ELSS Tax Saver Fund-Scheme-Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5893 Cr | ₹893 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 23 Nov 2005 | 05 Jan 2006 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 14.27% | % |
Expense Ratio | 1.77 | 2.2 |
Manager | Harsha Upadhyaya | Miten Vora |
ISIN Code | INF174K01369 | INF251K01985 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|
1 Month | 7.1% | 7.09% |
6 Month | -8.84% | -7.1% |
1 Year | 4.86% | 10.23% |
3 Year | 13.79% | 15.12% |
5 Year | 23.52% | 21% |
SIP Return Analysis
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|
6 Month | -0.8% | -0.49% |
1 Year | -7.97% | -3.03% |
3 Year | 14.3% | 18% |
5 Year | 16.85% | 16.74% |
Rolling Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|
1 Year | 13.07% | 12.82% |
3 Year | 12.97% | 12.09% |
5 Year | 13.04% | 14.21% |
Risk Management
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|
Standard Deviation | 13.913% | 13.659% |
Sharp | 0.496% | 0.592% |
Beta | 0.925% | 0.919% |
Alpha | 0.931% | 0.917% |
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Fund Managers
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|
Name | Harsha Upadhyaya | Miten Vora |
Total AUM | ₹139411 Cr | ₹6478 Cr |
Funds Managed | 11 | 6 |
Kotak ELSS Tax Saver Fund-Scheme-Growth | BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
Market Cap
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|
Others | 0.47 | 4.63 |
Large Cap | 67.49 | 54.47 |
Mid Cap | 15.72 | 20.55 |
Small Cap | 16.32 | 20.36 |
Sector Allocation
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH |
---|---|---|
Others | 0.4 | 4.63 |
Communication Services | 3.79 | 2.92 |
Energy | 5.98 | 5.17 |
Financial Services | 26.37 | 26.54 |
Technology | 15.12 | 11.63 |
Consumer Cyclical | 9.78 | 11.45 |
Healthcare | 4.3 | 8.9 |
Consumer Defensive | 4.93 | 7.76 |
Industrials | 13.07 | 12.71 |
Basic Materials | 9.32 | 5.18 |
Utilities | 6.93 | 3.12 |
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