SBI Long Term Equity Fund vs Kotak ELSS Tax Saver Fund compare

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Kotak ELSS Tax Saver Fund-Scheme-Growth

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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

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	SBI Long Term Equity Fund - Regular Plan- Growth
1 Month	1.65%	3.02%
6 Month	-5.48%	-1.83%
1 Year	-1.21%	4.39%
3 Year	20.69%	28.85%
5 Year	23.49%	28.61%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	SBI Long Term Equity Fund - Regular Plan- Growth
6 Month	6.74%	6.72%
1 Year	2.09%	5.34%
3 Year	15.32%	23.97%
5 Year	16.89%	23.62%

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	SBI Long Term Equity Fund - Regular Plan- Growth
1 Year	12.67%	10.42%
3 Year	13.12%	13.24%
5 Year	13.21%	13.27%

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%	1.36%
Beta	0.925%	0.94%
Alpha	0.931%	7.65%

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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

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	SBI Long Term Equity Fund - Regular Plan- Growth
Others	0.47	9.14
Large Cap	67.49	61.53
Mid Cap	15.72	18.05
Small Cap	16.32	11.28

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	SBI Long Term Equity Fund - Regular Plan- Growth
Others	0.4	9.14
Communication Services	3.79	-
Energy	5.98	-
Financial Services	26.37	-
Technology	15.12	-
Consumer Cyclical	9.78	-
Healthcare	4.3	-
Consumer Defensive	4.93	-
Industrials	13.07	-
Basic Materials	9.32	-
Utilities	6.93	-
Petroleum Products	-	7.08
IT - Software	-	9.75
Retailing	-	2.39
Cement & Cement Products	-	2.02
Construction	-	0.35
Non - Ferrous Metals	-	1.08
Banks	-	22.62
Pharmaceuticals & Biotechnology	-	5.72
Healthcare Services	-	0.98
Ferrous Metals	-	3.05
Insurance	-	2.15
Industrial Products	-	5.54
Automobiles	-	4.39
Personal Products	-	0.88
Finance	-	2.54
Capital Markets	-	1.56
Gas	-	3.01
Transport Services	-	0.65
Diversified FMCG	-	3.2
Electrical Equipment	-	0.72
Oil	-	1.46
Consumer Durables	-	1.01
Telecom - Services	-	2
Chemicals & Petrochemicals	-	0.54
Fertilizers & Agrochemicals	-	0.71
Beverages	-	0.92
Leisure Services	-	0.75
Realty	-	0.76
Power	-	3.03