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

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tortoise-icon Kotak ELSS Tax Saver Fund-Scheme-Growth

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tortoise-icon 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

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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