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	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%

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%

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%

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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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	9.01
Large Cap	67.49	61.32
Mid Cap	15.72	18.26
Small Cap	16.32	11.41

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