- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
SBI Long Term Equity Fund vs Kotak ELSS Tax Saver 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) | ₹6493 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 | -2.95% | -2.82% |
| 6 Month | 7.97% | 6.41% |
| 1 Year | -2.34% | -2.01% |
| 3 Year | 15.77% | 23.62% |
| 5 Year | 20.91% | 24.54% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | 3.41% | 2.85% |
| 1 Year | 0.55% | 1.36% |
| 3 Year | 12.58% | 19.79% |
| 5 Year | 14.94% | 21.15% |
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 | 3.84 | 7.8 |
| Large Cap | 71.77 | 61.91 |
| Mid Cap | 16.66 | 18.26 |
| Small Cap | 7.73 | 12.03 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Others | 0.26 | 6.26 |
| Communication Services | 4.66 | 1.94 |
| Energy | 6.66 | 9.03 |
| Financial Services | 30.17 | 29.46 |
| Technology | 10.65 | 7.83 |
| Consumer Cyclical | 9.37 | 9.31 |
| Healthcare | 4.37 | 7.59 |
| Consumer Defensive | 4.61 | 4.53 |
| Industrials | 13.24 | 8.45 |
| Basic Materials | 10.26 | 10.03 |
| Utilities | 5.77 | 4.47 |
| Real Estate | - | 1.1 |
Top Comparisons
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns15.72%
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns16.81%
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
3Y Returns12.35%
Axis Balanced Advantage Fund - Regular Plan - Growth
3Y Returns13.08%
Invesco India Dynamic Equity Fund - Growth
3Y Returns13.05%
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
3Y Returns11.02%
HDFC Banking and Financial Services Fund - Growth Option
3Y Returns16.33%
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns18.63%
