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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) | ₹6449 Cr | ₹32326 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 | -0.01% | 0.39% |
| 6 Month | 2.57% | 3.1% |
| 1 Year | -1.67% | 2.03% |
| 3 Year | 14.52% | 22.43% |
| 5 Year | 17.48% | 22.27% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | 1.14% | 2.31% |
| 1 Year | 11.26% | 12.85% |
| 3 Year | 12.19% | 18.21% |
| 5 Year | 14% | 20.1% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 1 Year | 12.01% | 11.13% |
| 3 Year | 13.64% | 15.81% |
| 5 Year | 13.56% | 13.89% |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 12.63% | 13.03% |
| Sharp | 0.66% | 1.15% |
| Beta | 0.92% | 0.95% |
| Alpha | 0.40% | 6.70% |
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 | 5.94 | 8.9 |
| Large Cap | 70.04 | 60.04 |
| Mid Cap | 16.29 | 17.88 |
| Small Cap | 7.74 | 13.18 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Others | 1.96 | 7.17 |
| Communication Services | 4.37 | 3.4 |
| Energy | 6.87 | 9.1 |
| Financial Services | 30.49 | 28.81 |
| Technology | 9.92 | 7.13 |
| Consumer Cyclical | 11.78 | 10.15 |
| Healthcare | 5.21 | 6.54 |
| Consumer Defensive | 4.87 | 4.23 |
| Industrials | 10.95 | 7.41 |
| Basic Materials | 9.76 | 10.67 |
| Utilities | 3.82 | 4.3 |
| Real Estate | - | 1.09 |
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