Sundaram Diversified Equity (ELSS) Regular Plan vs Kotak ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Chart Comparison
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Fund | Kotak ELSS Tax Saver Fund-Scheme-Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6148 Cr | ₹1560 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 23 Nov 2005 | 22 Nov 1999 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 14.27% | 18% |
| Expense Ratio | 1.76 | 2.17 |
| Manager | Harsha Upadhyaya | Sudhir Kedia |
| ISIN Code | INF174K01369 | INF903J01538 |
| Exits Load | Data not available./365 | Data not available./365 |
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Month | -5.72% | -3.92% |
| 6 Month | -6.7% | -5.2% |
| 1 Year | 14.34% | 8.24% |
| 3 Year | 14.05% | 10.74% |
| 5 Year | 17.63% | 14.25% |
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | 0.78% |
| 3 Year | 17.35% | 13.29% |
| 5 Year | 19.55% | 16.21% |
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.82% | 12.31% |
| 3 Year | 12.81% | 15.05% |
| 5 Year | 12.93% | 13.08% |
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.32% | 11.71% |
| Sharp | 0.8% | 0.49% |
| Beta | 0.87% | 0.88% |
| Alpha | 2.68% | -1.21% |
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| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Sudhir Kedia |
| Total AUM | ₹139411 Cr | ₹10423 Cr |
| Fund Manage | 11 | 8 |
| Kotak ELSS Tax Saver Fund-Scheme-Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 1.47 | 4.07 |
| Large Cap | 67.31 | 71.5 |
| Mid Cap | 14.06 | 15.65 |
| Small Cap | 17.14 | 8.91 |
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 1.47 | 4.07 |
| Telecom - Services | 2.7 | 3.46 |
| Petroleum Products | 6.29 | 4.82 |
| Finance | 1.91 | 3.86 |
| IT - Software | 12.21 | 8.45 |
| Pharmaceuticals & Biotechnology | 4.34 | 7.38 |
| Personal Products | 1.67 | - |
| Construction | 7.51 | 3.63 |
| Banks | 19.62 | 25.97 |
| Diversified FMCG | 2.16 | 3.36 |
| Non - Ferrous Metals | 0.67 | - |
| Cement & Cement Products | 3.04 | 2.65 |
| Aerospace & Defense | 1.28 | - |
| Electrical Equipment | 1.05 | 2.21 |
| Industrial Products | 0.93 | 0.85 |
| Gas | 2.8 | 0.64 |
| Automobiles | 2.03 | 2.9 |
| Fertilizers & Agrochemicals | 1.56 | - |
| Consumer Durables | 1.61 | 4.16 |
| Textiles & Apparels | 0.46 | - |
| Auto Components | 3.5 | 1 |
| Chemicals & Petrochemicals | 4.8 | 1.34 |
| Entertainment | 0.98 | - |
| Power | 4.94 | 1 |
| Ferrous Metals | 1.5 | 1.15 |
| Retailing | 1.81 | 2.58 |
| Capital Markets | 4.01 | 2.07 |
| Industrial Manufacturing | 2.13 | - |
| Beverages | 1 | 1.86 |
| Realty | - | 0.35 |
| Healthcare Services | - | 1.05 |
| Transport Services | - | 3.24 |
| Insurance | - | 1.98 |
| Agricultural Food & other Products | - | 1.09 |
| Oil | - | 0.83 |
| Transport Infrastructure | - | 0.56 |
| Leisure Services | - | 1.62 |
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