Kotak ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare

Link copied to clipboard!

Kotak ELSS Tax Saver Fund-Scheme-Growth

Invest Now

SBI Long Term Equity Fund - 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	SBI Long Term Equity Fund - Regular Plan- Growth
Fund	Kotak ELSS Tax Saver Fund-Scheme-Growth	SBI Long Term Equity Fund - Regular Plan- Growth
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹5893 Cr	₹27306 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	23 Nov 2005	31 Mar 1993
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	BSE 500 TRI
Turn Over	14.27%	15%
Expense Ratio	1.77	1.6
Manager	Harsha Upadhyaya	Dinesh Balachandran
ISIN Code	INF174K01369	INF200K01495
Exits Load	Data not available./365	Data not available./365

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	SBI Long Term Equity Fund - Regular Plan- Growth
1 Month	-5.14%	-2.83%
6 Month	-12.41%	-9.78%
1 Year	3.65%	9.07%
3 Year	13.63%	22.84%
5 Year	16.01%	22.19%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	SBI Long Term Equity Fund - Regular Plan- Growth
6 Month	-	-
1 Year	-13.1%	-5.11%
3 Year	12.25%	23.38%
5 Year	16.33%	24.07%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	SBI Long Term Equity Fund - Regular Plan- Growth
1 Year	13.07%	10.61%
3 Year	12.97%	12.89%
5 Year	13.04%	13.14%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	SBI Long Term Equity Fund - Regular Plan- Growth
Standard Deviation	13.07%	13.09%
Sharp	0.645%	1.04%
Beta	0.901%	0.99%
Alpha	1.418%	7.2%

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

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	SBI Long Term Equity Fund - Regular Plan- Growth
Name	Harsha Upadhyaya	Dinesh Balachandran
Total AUM	₹139411 Cr	₹69808 Cr
Fund Manage	11	4
	Kotak ELSS Tax Saver Fund-Scheme-Growth	SBI Long Term Equity Fund - Regular Plan- Growth

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	SBI Long Term Equity Fund - Regular Plan- Growth
Others	1.47	9.1
Large Cap	67.31	55.87
Mid Cap	14.06	22.94
Small Cap	17.14	12.09

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	SBI Long Term Equity Fund - Regular Plan- Growth
Others	1.47	9.1
Telecom - Services	2.7	3.26
Petroleum Products	6.29	5.48
Finance	1.91	3.01
IT - Software	12.21	9.4
Pharmaceuticals & Biotechnology	4.34	5.31
Personal Products	1.67	0.93
Construction	7.51	0.9
Banks	19.62	18.98
Diversified FMCG	2.16	2.56
Non - Ferrous Metals	0.67	1.67
Cement & Cement Products	3.04	2.07
Aerospace & Defense	1.28	-
Electrical Equipment	1.05	1.65
Industrial Products	0.93	6.34
Gas	2.8	3.3
Automobiles	2.03	4.91
Fertilizers & Agrochemicals	1.56	0.82
Consumer Durables	1.61	0.88
Textiles & Apparels	0.46	-
Auto Components	3.5	-
Chemicals & Petrochemicals	4.8	0.65
Entertainment	0.98	-
Power	4.94	3.25
Ferrous Metals	1.5	2.8
Retailing	1.81	1.87
Capital Markets	4.01	1.58
Industrial Manufacturing	2.13	-
Beverages	1	0.85
Healthcare Services	-	1.6
Insurance	-	2.65
Transport Services	-	0.78
Oil	-	1.64
Leisure Services	-	0.63
Realty	-	1.13