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Kotak ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
SBI ELSS Tax Saver Fund - Regular Plan- Growth
Chart Comparison
Overview
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Fund | Kotak ELSS Tax Saver Fund-Scheme-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹6355 Cr | ₹30271 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 | 1.59 |
| 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 ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 1 Month | -1.53% | -1.78% |
| 6 Month | 13.86% | 10.82% |
| 1 Year | -4.74% | -4.29% |
| 3 Year | 15.38% | 23.04% |
| 5 Year | 19.97% | 23.83% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | 2.06% | 1.57% |
| 1 Year | 3.61% | 3.88% |
| 3 Year | 14.07% | 21.06% |
| 5 Year | 15.93% | 22.08% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 1 Year | 12.35% | 10.2% |
| 3 Year | 13.3% | 13.51% |
| 5 Year | 13.28% | 13.34% |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 12.81% | 13.09% |
| Sharp | 0.82% | 1.35% |
| Beta | 0.92% | 0.95% |
| Alpha | 1.93% | 7.18% |
Fund Managers
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | SBI ELSS Tax Saver 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 ELSS Tax Saver Fund - Regular Plan- Growth |
Market Cap
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Others | 4.19 | 7.8 |
| Large Cap | 71.77 | 61.91 |
| Mid Cap | 16.29 | 18.26 |
| Small Cap | 7.75 | 12.03 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Others | 0.63 | 6.26 |
| Communication Services | 4.52 | 1.94 |
| Energy | 6.51 | 9.03 |
| Financial Services | 30.04 | 29.46 |
| Technology | 10.04 | 7.83 |
| Consumer Cyclical | 10.34 | 9.31 |
| Healthcare | 4.43 | 7.59 |
| Consumer Defensive | 4.75 | 4.53 |
| Industrials | 12.83 | 8.45 |
| Basic Materials | 10.18 | 10.03 |
| Utilities | 5.73 | 4.47 |
| Real Estate | - | 1.1 |
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