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

Link copied to clipboard!

Kotak ELSS Tax Saver Fund-Scheme-Growth

Invest Now

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Invest Now

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 Risk	Very High Risk
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	-5.14%	-1.84%
6 Month	-12.41%	-8.16%
1 Year	3.65%	4.09%
3 Year	13.63%	11.52%
5 Year	16.01%	13.67%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month	-	-
1 Year	-13.1%	-5.63%
3 Year	12.25%	10.83%
5 Year	16.33%	14.51%

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	13.07%	11.71%
Sharp	0.645%	0.42%
Beta	0.901%	0.88%
Alpha	1.418%	-1.58%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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