SBI Long Term Equity Fund vs Kotak ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
SBI Long Term Equity Fund - Regular Plan- Growth
Chart Comparison
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 |
Trailing Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
1 Month | 6.62% | 6.43% |
6 Month | 1.19% | 3.15% |
1 Year | 5.33% | 10.56% |
3 Year | 20.25% | 28.66% |
5 Year | 25.47% | 30.44% |
SIP Return Analysis
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
6 Month | 5.66% | 5.21% |
1 Year | 2.18% | 4.1% |
3 Year | 16.84% | 25.26% |
5 Year | 17.88% | 24.39% |
Rolling Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
1 Year | 13.07% | 10.61% |
3 Year | 12.97% | 12.89% |
5 Year | 13.04% | 13.14% |
Risk Management
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% | 1.17% |
Beta | 0.925% | 0.94% |
Alpha | 0.931% | 7.87% |
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Fund Managers
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 |
Market Cap
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
Others | 0.47 | 9.01 |
Large Cap | 67.49 | 61.32 |
Mid Cap | 15.72 | 18.26 |
Small Cap | 16.32 | 11.41 |
Sector Allocation
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
Others | 0.4 | 9.01 |
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 | - | 6.58 |
IT - Software | - | 10.28 |
Retailing | - | 2.32 |
Cement & Cement Products | - | 2.17 |
Construction | - | 0.38 |
Non - Ferrous Metals | - | 1.22 |
Banks | - | 21.9 |
Pharmaceuticals & Biotechnology | - | 5.42 |
Healthcare Services | - | 1.03 |
Ferrous Metals | - | 3.21 |
Insurance | - | 2.09 |
Industrial Products | - | 6.06 |
Automobiles | - | 4.36 |
Personal Products | - | 0.84 |
Finance | - | 2.69 |
Capital Markets | - | 1.47 |
Gas | - | 2.96 |
Transport Services | - | 0.56 |
Diversified FMCG | - | 2.13 |
Electrical Equipment | - | 0.73 |
Oil | - | 1.51 |
Consumer Durables | - | 1.06 |
Telecom - Services | - | 3.48 |
Chemicals & Petrochemicals | - | 0.58 |
Fertilizers & Agrochemicals | - | 0.67 |
Beverages | - | 0.88 |
Leisure Services | - | 0.72 |
Realty | - | 0.68 |
Power | - | 3.01 |
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