Sundaram Diversified Equity (ELSS) Regular Plan vs Kotak ELSS Tax Saver Fund compare

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Kotak ELSS Tax Saver Fund-Scheme-Growth

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Sundaram Diversified Equity (ELSS) 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	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)	₹5893 Cr	₹1468 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	1.77	2.21
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	4.06%	3.88%
6 Month	-6.9%	-3.16%
1 Year	6.63%	9.8%
3 Year	14.95%	12.6%
5 Year	24.68%	22.88%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month	-0.8%	1.27%
1 Year	-7.97%	-1.19%
3 Year	14.3%	12.47%
5 Year	16.85%	14.82%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year	13.07%	12.34%
3 Year	12.97%	14.95%
5 Year	13.04%	13.23%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Standard Deviation	13.913%	11.71%
Sharp	0.496%	0.35%
Beta	0.925%	0.87%
Alpha	0.931%	-1.41%

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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
Funds Managed	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	0.47	3.85
Large Cap	67.49	72.56
Mid Cap	15.72	13.33
Small Cap	16.32	10.27

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Others	0.4	4.33
Communication Services	3.79	5.33
Energy	5.98	5.59
Financial Services	26.37	33.52
Technology	15.12	9.43
Consumer Cyclical	9.78	10.51
Healthcare	4.3	6.76
Consumer Defensive	4.93	6.1
Industrials	13.07	11.4
Basic Materials	9.32	5.59
Utilities	6.93	1.44