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

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)	₹6101 Cr	₹1578 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹250
Min Addl Investment	₹500	₹500
Launch Date	01 Nov 2005	10 May 2005
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	14.27%	18%
Expense Ratio	1.75	2.16
Manager	Harsha Upadhyaya	Sudhir Kedia
ISIN Code	INF174K01369	INF903J01538
Exits Load	Nil/365	Nil/365

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Month	-0.26%	5.62%
6 Month	19.47%	18.2%
1 Year	38.61%	27.31%
3 Year	20.45%	15.19%
5 Year	22.95%	18.88%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month	-	-
1 Year	20.07%	11.79%
3 Year	43.72%	29.63%
5 Year	82.74%	60.74%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year	23.54%	19.41%
3 Year	60.68%	47.92%
5 Year	88.7%	66.18%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Standard Deviation	11.32%	11.71%
Sharp	1.23%	0.73%
Beta	0.82%	0.87%
Alpha	3.07%	-1.4%

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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	0.71	2.62
Large Cap	67.91	78.9
Mid Cap	18.12	10.27
Small Cap	13.21	8.17

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Others	0.65	0.83
Telecom - Services	2.14	-
Petroleum Products	8.65	-
Finance	1.53	-
IT - Software	5.19	-
Pharmaceuticals & Biotechnology	4.08	-
Construction	7.45	4.27
Banks	21.71	-
Diversified FMCG	2.13	-
Non - Ferrous Metals	0.68	-
Cement & Cement Products	3.48	-
Ferrous Metals	3.39	-
Aerospace & Defense	1.73	-
Electrical Equipment	2.26	-
Industrial Products	3.01	-
Gas	2.82	-
Automobiles	3.28	-
Fertilizers & Agrochemicals	1.31	-
Consumer Durables	2.87	-
Textiles & Apparels	0.44	-
Auto Components	6.25	-
Chemicals & Petrochemicals	5.39	-
Entertainment	0.99	-
Power	4.78	-
Capital Markets	0.91	-
Industrial Manufacturing	1.68	-
Beverages	1.15	-
Energy	-	8.54
Technology	-	9.05
Materials	-	2.47
Financial	-	31.38
Consumer Staples	-	8.42
Healthcare	-	5.38
Chemicals	-	2.36
Metals & Mining	-	3.17
Capital Goods	-	2.69
Automobile	-	4.32
Consumer Discretionary	-	3.44
Services	-	10.77
Communication	-	2.87