SBI Long Term Equity Fund vs Kotak ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
SBI Long Term Equity Fund - Regular Plan- Growth
Chart Comparison
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) | ₹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 |
Trailing Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
1 Month | 4.06% | 1.72% |
6 Month | -6.9% | -5.97% |
1 Year | 6.63% | 10.07% |
3 Year | 14.95% | 23.12% |
5 Year | 24.68% | 29.73% |
SIP Return Analysis
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
6 Month | -0.8% | -0.77% |
1 Year | -7.97% | -5.15% |
3 Year | 14.3% | 23.15% |
5 Year | 16.85% | 23.49% |
Rolling Lumpsum Returns
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% |
Risk Management
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
Standard Deviation | 13.913% | 13.09% |
Sharp | 0.496% | 1.03% |
Beta | 0.925% | 0.95% |
Alpha | 0.931% | 8.29% |
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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 |
Funds Managed | 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 | 0.47 | 13.13 |
Large Cap | 67.49 | 58.86 |
Mid Cap | 15.72 | 18.76 |
Small Cap | 16.32 | 9.25 |
Sector Allocation
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
Others | 0.4 | 13.06 |
Communication Services | 3.79 | 3.4 |
Energy | 5.98 | 7.8 |
Financial Services | 26.37 | 25.67 |
Technology | 15.12 | 9.22 |
Consumer Cyclical | 9.78 | 8.19 |
Healthcare | 4.3 | 7.68 |
Consumer Defensive | 4.93 | 3.92 |
Industrials | 13.07 | 7.96 |
Basic Materials | 9.32 | 7.96 |
Utilities | 6.93 | 4.36 |
Real Estate | - | 0.78 |
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