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
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 |
Trailing Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
1 Month | 7.44% | 5.99% |
6 Month | -13.3% | -9.88% |
1 Year | 4.6% | 5.11% |
3 Year | 13.74% | 11.61% |
5 Year | 25.28% | 23.32% |
SIP Return Analysis
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
6 Month | -6.28% | -3.37% |
1 Year | -12.87% | -6.53% |
3 Year | 13.41% | 11.17% |
5 Year | 16.65% | 14.43% |
Rolling Lumpsum Returns
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% |
Risk Management
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% | 0.37% |
Beta | 0.925% | 0.87% |
Alpha | 0.931% | -1.18% |
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Fund Managers
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 |
Market Cap
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Others | 0.47 | 2.97 |
Large Cap | 67.49 | 72.95 |
Mid Cap | 15.72 | 13.54 |
Small Cap | 16.32 | 10.55 |
Sector Allocation
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Others | 0.4 | 3.49 |
Communication Services | 3.79 | 5.72 |
Energy | 5.98 | 5.64 |
Financial Services | 26.37 | 32.12 |
Technology | 15.12 | 9.46 |
Consumer Cyclical | 9.78 | 10.1 |
Healthcare | 4.3 | 7.01 |
Consumer Defensive | 4.93 | 7.23 |
Industrials | 13.07 | 12.55 |
Basic Materials | 9.32 | 5.22 |
Utilities | 6.93 | 1.44 |
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