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
Chart Comparison
| 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) | ₹6148 Cr | ₹27559 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 | 1.76 | 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 | 2.13% | 1.43% |
| 6 Month | -0.62% | 1.24% |
| 1 Year | 22.82% | 30.19% |
| 3 Year | 17.81% | 24.77% |
| 5 Year | 19.86% | 24.26% |
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 13.09% | 14.84% |
| 3 Year | 21.82% | 30.52% |
| 5 Year | 22.32% | 28.36% |
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| 1 Year | 12.82% | 10.31% |
| 3 Year | 12.81% | 12.57% |
| 5 Year | 12.93% | 12.99% |
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 11.32% | 13.09% |
| Sharp | 0.9% | 1.24% |
| Beta | 0.87% | 0.98% |
| Alpha | 2.43% | 7.54% |
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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 | 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 |
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