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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) | ₹6201 Cr | ₹30420 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 | 0.36% | -0.02% |
| 6 Month | 12.09% | 10.74% |
| 1 Year | -2.3% | -1.47% |
| 3 Year | 17.03% | 25.07% |
| 5 Year | 20.13% | 24.72% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | 1.57% | 1.11% |
| 1 Year | 9.59% | 8.38% |
| 3 Year | 13.46% | 19.19% |
| 5 Year | 15.04% | 20.73% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 1 Year | 12.21% | 10.07% |
| 3 Year | 13.41% | 13.66% |
| 5 Year | 13.38% | 13.41% |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 12.76% | 13.09% |
| Sharp | 0.72% | 1.28% |
| Beta | 0.94% | 0.96% |
| Alpha | 0.99% | 6.79% |
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 | 4.81 | 7.94 |
| Large Cap | 72.37 | 61.47 |
| Mid Cap | 15.77 | 18.08 |
| Small Cap | 7.05 | 12.51 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Others | 1.12 | 5.81 |
| Communication Services | 4.38 | 2.99 |
| Energy | 6.23 | 8.8 |
| Financial Services | 29.67 | 28.34 |
| Technology | 11.73 | 8.02 |
| Consumer Cyclical | 10.84 | 10.07 |
| Healthcare | 4.31 | 7.71 |
| Consumer Defensive | 4.84 | 4.51 |
| Industrials | 11.31 | 7.77 |
| Basic Materials | 9.87 | 10.65 |
| Utilities | 5.69 | 4.28 |
| Real Estate | - | 1.05 |
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