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

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 ELSS Tax Saver 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 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)	₹6355 Cr	₹30271 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	-2.72%	-2.48%
6 Month	10.14%	7.79%
1 Year	-1.02%	-0.47%
3 Year	15.72%	23.58%
5 Year	21.06%	24.82%

SIP Return Analysis

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	SBI ELSS Tax Saver Fund - Regular Plan- Growth
6 Month	2.82%	2.1%
1 Year	2.06%	2.45%
3 Year	13.16%	20.18%
5 Year	15.27%	21.39%

Rolling Lumpsum Returns

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	SBI ELSS Tax Saver Fund - Regular Plan- Growth
1 Year	12.35%	10.2%
3 Year	13.3%	13.51%
5 Year	13.28%	13.34%

Risk Management

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	SBI ELSS Tax Saver Fund - Regular Plan- Growth
Standard Deviation	12.81%	13.36%
Sharp	0.82%	1.28%
Beta	0.92%	0.96%
Alpha	1.93%	8.12%

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	4.19	7.8
Large Cap	71.77	61.91
Mid Cap	16.29	18.26
Small Cap	7.75	12.03

Sector Allocation

Scheme Name	Kotak ELSS Tax Saver Fund-Scheme-Growth	SBI ELSS Tax Saver Fund - Regular Plan- Growth
Others	0.63	6.26
Communication Services	4.52	1.94
Energy	6.51	9.03
Financial Services	30.04	29.46
Technology	10.04	7.83
Consumer Cyclical	10.34	9.31
Healthcare	4.43	7.59
Consumer Defensive	4.75	4.53
Industrials	12.83	8.45
Basic Materials	10.18	10.03
Utilities	5.73	4.47
Real Estate	-	1.1

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