Kotak ELSS Tax Saver Fund vs Bandhan 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) ₹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%

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

Sector Allocation

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

Bandhan ELSS Tax saver Fund - Regular Plan - Growth

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

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