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) | ₹6299 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 | 1.74 | 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 | -5.89% | -5.29% |
| 6 Month | 7.53% | 10.56% |
| 1 Year | 35.96% | 51.5% |
| 3 Year | 17.58% | 23.98% |
| 5 Year | 20.51% | 24.64% |
| 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 | 12.84% | 9.44% |
| 3 Year | 12.9% | 10.41% |
| 5 Year | 12.97% | 11.65% |
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 11.32% | 13.09% |
| Sharp | 1.09% | 1.39% |
| Beta | 0.84% | 0.96% |
| Alpha | 3.44% | 9.53% |
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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 |
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