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

Kotak ELSS Tax Saver Fund-Scheme-Growth

SBI Long Term Equity Fund - Regular Plan- Growth

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	Very High
Asset Size (Cr)	₹6101 Cr	₹25732 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	01 Nov 2005	31 Mar 1993
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	BSE 500
Turn Over	14.27%	15%
Expense Ratio	1.75	1.61
Manager	Harsha Upadhyaya	Dinesh Balachandran
ISIN Code	INF174K01369	INF200K01495
Exits Load	Nil/365	Nil/365

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	SBI Long Term Equity Fund - Regular Plan- Growth
1 Month	-0.26%	4.03%
6 Month	19.47%	24.74%
1 Year	38.61%	53.05%
3 Year	20.45%	27.31%
5 Year	22.95%	27.47%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	SBI Long Term Equity Fund - Regular Plan- Growth
6 Month	-	-
1 Year	20.07%	24.14%
3 Year	43.72%	61.1%
5 Year	82.74%	108.17%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	SBI Long Term Equity Fund - Regular Plan- Growth
1 Year	23.54%	27.83%
3 Year	60.68%	76.83%
5 Year	88.7%	116.62%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	SBI Long Term Equity Fund - Regular Plan- Growth
Standard Deviation	11.32%	13.09%
Sharp	1.23%	1.41%
Beta	0.82%	0.96%
Alpha	3.07%	9.39%

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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	0.71	11
Large Cap	67.91	52.27
Mid Cap	18.12	22.05
Small Cap	13.21	14.68

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	SBI Long Term Equity Fund - Regular Plan- Growth
Others	0.65	9.03
Telecom - Services	2.14	-
Petroleum Products	8.65	-
Finance	1.53	-
IT - Software	5.19	-
Pharmaceuticals & Biotechnology	4.08	-
Construction	7.45	1.76
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	-
Automobile	-	7.87
Energy	-	15.89
Technology	-	5.41
Materials	-	2.39
Metals & Mining	-	5.52
Financial	-	20.96
Healthcare	-	7.61
Insurance	-	3
Consumer Staples	-	2.64
Services	-	3.69
Capital Goods	-	9
Consumer Discretionary	-	0.58
Communication	-	3.2
Chemicals	-	1.45