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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) | ₹6452 Cr | ₹32609 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 | -3.08% | -3.04% |
| 6 Month | -3% | -1.83% |
| 1 Year | 4.33% | 5.98% |
| 3 Year | 14.12% | 22.06% |
| 5 Year | 15.12% | 19.46% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | -0.24% | 0.82% |
| 1 Year | 6.88% | 8.29% |
| 3 Year | 10.33% | 15.9% |
| 5 Year | 13.01% | 19.06% |
Rolling Lumpsum Returns
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 1 Year | 11.79% | 11.03% |
| 3 Year | 13.77% | 15.97% |
| 5 Year | 13.66% | 13.96% |
Risk Management
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 11.32% | 13.09% |
| Sharp | 0.75% | 1.31% |
| Beta | 0.93% | 0.95% |
| Alpha | -0.69% | 6.49% |
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 | 8.67 | 10.79 |
| Large Cap | 69.42 | 58.85 |
| Mid Cap | 15.64 | 18.44 |
| Small Cap | 6.27 | 11.91 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Others | 0.85 | 7.94 |
| Communication Services | 4.49 | 3.33 |
| Energy | 7.28 | 9.2 |
| Financial Services | 31.7 | 29.37 |
| Technology | 9.66 | 7.43 |
| Consumer Cyclical | 12.48 | 10.72 |
| Healthcare | 4.96 | 6.54 |
| Consumer Defensive | 5.02 | 4 |
| Industrials | 10.08 | 6.13 |
| Basic Materials | 9.84 | 10.16 |
| Utilities | 3.66 | 4.09 |
| Real Estate | - | 1.09 |
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