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SBI Long Term Equity Fund vs Kotak ELSS Tax Saver 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) ₹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 7.44% 6.07%
6 Month -13.3% -10.26%
1 Year 4.6% 10.19%
3 Year 13.74% 23.29%
5 Year 25.28% 31.29%

SIP Return Analysis

Scheme Name Kotak ELSS Tax Saver Fund-Scheme-Growth SBI Long Term Equity Fund - Regular Plan- Growth
6 Month -6.28% -3.66%
1 Year -12.87% -6.43%
3 Year 13.41% 23.63%
5 Year 16.65% 24.02%

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% 1.05%
Beta 0.925% 0.96%
Alpha 0.931% 8.59%

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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 9.84
Large Cap 67.49 59.98
Mid Cap 15.72 19.98
Small Cap 16.32 10.2

Sector Allocation

Scheme Name

Kotak ELSS Tax Saver Fund-Scheme-Growth

SBI Long Term Equity Fund - Regular Plan- Growth

Others 0.4 9.76
Communication Services 3.79 3.31
Energy 5.98 8.03
Financial Services 26.37 25.05
Technology 15.12 10.54
Consumer Cyclical 9.78 8.83
Healthcare 4.3 7.38
Consumer Defensive 4.93 4.14
Industrials 13.07 9.85
Basic Materials 9.32 7.4
Utilities 6.93 4.73
Real Estate - 0.97

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