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

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tortoise-icon Kotak ELSS Tax Saver Fund-Scheme-Growth

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tortoise-icon SBI Long Term Equity Fund - Regular Plan- Growth

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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 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

Trailing Lumpsum Returns

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth SBI Long Term Equity Fund - Regular Plan- Growth
1 Month -6.08% -6.05%
6 Month 2.26% 6%
1 Year 27.93% 39.47%
3 Year 15.09% 21.96%
5 Year 19.41% 23.72%

SIP Return Analysis

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth SBI Long Term Equity Fund - Regular Plan- Growth
6 Month - -
1 Year 19.54% 25.6%
3 Year 22.81% 32.61%
5 Year 22.75% 29.34%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth SBI Long Term Equity Fund - Regular Plan- Growth
Standard Deviation 11.32% 13.09%
Sharp 0.87% 1.16%
Beta 0.86% 0.99%
Alpha 2.94% 7.42%

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Fund Managers

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

Market Cap

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

Sector Allocation

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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