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Compare Aditya Birla Sun Life ELSS Tax Saver Fund vs Motilal Oswal ELSS Tax Saver Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 1.0 | 4.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 1.68 | 1.82 |
NAV | ₹61.26 | ₹53.39 |
Fund Started | 06 Mar 2008 | 26 Dec 2014 |
Fund Size | ₹15368.32 Cr | ₹4359.64 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
1.0
4.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.68
1.82
NAV
₹61.26
₹53.39
Fund Started
06 Mar 2008
26 Dec 2014
Fund Size
₹15368.32 Cr
₹4359.64 Cr
Exit Load
-
-
Returns
1 Year | 5.11% | 9.85% |
3 Year | 18.55% | 32.22% |
5 Year | 15.63% | 27.83% |
1 Year
5.11%
9.85%
3 Year
18.55%
32.22%
5 Year
15.63%
27.83%
Holding Analysis
Equity | 98.33% | 98.82% |
Cash | 1.67% | 1.18% |
Equity
98.33%
98.82%
Cash
1.67%
1.18%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 8.60% |
HDFC Bank Ltd. | 7.31% |
Infosys Ltd. | 4.83% |
Axis Bank Ltd. | 3.93% |
Fortis Healthcare Ltd. | 3.51% |
Reliance Industries Ltd. | 3.48% |
Bharti Airtel Ltd. | 3.34% |
Larsen & Toubro Ltd. | 2.63% |
State Bank of India | 2.55% |
TVS Holdings Ltd. | 2.34% |
Name | Assets |
|---|---|
Trent Ltd. | 5.50% |
Eternal Ltd. | 5.42% |
Bharat Dynamics Ltd. | 4.88% |
Kaynes Technology India Ltd. | 4.08% |
Suzlon Energy Ltd. | 4.05% |
Inox Wind Ltd. | 3.66% |
Amber Enterprises India Ltd. | 3.58% |
Multi Commodity Exchange Of India Ltd. | 3.56% |
Prestige Estates Projects Ltd. | 3.55% |
Bharat Electronics Ltd. | 3.48% |
Fund Manager
Name | Dhaval Joshi | Ajay Khandelwal |
Start Date | 21 Nov 2022 | 16 Dec 2021 |
Name
Dhaval Joshi
Ajay Khandelwal
Start Date
21 Nov 2022
16 Dec 2021
About Fund
Description | The scheme seeks long-term capital growth and will invest approximately 80 per cent of its assets in equity, while the balance would be a invested in debt and money market instrument. It was converted to an open-ended scheme with effect from July 1999. A combination of top down & bottom up approach will be followed in the stock selection process. | The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. |
Launch Date | 06 Mar 2008 | 26 Dec 2014 |
Description
The scheme seeks long-term capital growth and will invest approximately 80 per cent of its assets in equity, while the balance would be a invested in debt and money market instrument. It was converted to an open-ended scheme with effect from July 1999. A combination of top down & bottom up approach will be followed in the stock selection process.
The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
Launch Date
06 Mar 2008
26 Dec 2014