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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 | 3.53% | 2.26% |
| 6 Month | -4.74% | -3.25% |
| 1 Year | 2.77% | 7.13% |
| 3 Year | 15.93% | 24.22% |
| 5 Year | 23.16% | 28.32% |
SIP Return Analysis
| Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | 0.66% | 0.66% |
| 1 Year | -6.57% | -3.7% |
| 3 Year | 14.84% | 23.74% |
| 5 Year | 17.06% | 23.76% |
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% | 1.03% |
| Beta | 0.925% | 0.95% |
| Alpha | 0.931% | 8.29% |
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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 | 13.13 |
| Large Cap | 67.49 | 58.86 |
| Mid Cap | 15.72 | 18.76 |
| Small Cap | 16.32 | 9.25 |
Sector Allocation
| Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| Others | 0.4 | 13.06 |
| Communication Services | 3.79 | 3.4 |
| Energy | 5.98 | 7.8 |
| Financial Services | 26.37 | 25.67 |
| Technology | 15.12 | 9.22 |
| Consumer Cyclical | 9.78 | 8.19 |
| Healthcare | 4.3 | 7.68 |
| Consumer Defensive | 4.93 | 3.92 |
| Industrials | 13.07 | 7.96 |
| Basic Materials | 9.32 | 7.96 |
| Utilities | 6.93 | 4.36 |
| Real Estate | - | 0.78 |
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