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Compare Groww ELSS Tax Saver Fund vs SBI Long Term Equity Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 2.0 | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 2.3 | 1.58 |
NAV | ₹19.52 | ₹433.35 |
Fund Started | 21 Sep 2017 | 07 May 2007 |
Fund Size | ₹47.36 Cr | ₹28506.07 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.3
1.58
NAV
₹19.52
₹433.35
Fund Started
21 Sep 2017
07 May 2007
Fund Size
₹47.36 Cr
₹28506.07 Cr
Exit Load
-
-
Returns
1 Year | 3.94% | 9.83% |
3 Year | 15.56% | 27.08% |
5 Year | 19.42% | 29.65% |
1 Year
3.94%
9.83%
3 Year
15.56%
27.08%
5 Year
19.42%
29.65%
Holding Analysis
Equity | 96.02% | 90.86% |
Cash | 2.40% | 9.00% |
Equity
96.02%
90.86%
Cash
2.40%
9.00%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 7.81% |
HDFC Bank Ltd. | 7.43% |
State Bank of India | 4.89% |
Bharti Airtel Ltd. | 4.19% |
Bajaj Finance Ltd. | 3.38% |
Cholamandalam Investment and Finance Company Ltd. | 3.13% |
Reliance Industries Ltd. | 3.12% |
Craftsman Automation Ltd. | 2.68% |
Larsen & Toubro Ltd. | 2.43% |
Eicher Motors Ltd. | 2.39% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 9.65% |
Reliance Industries Ltd. | 5.56% |
ICICI Bank Ltd. | 3.71% |
ITC Ltd. | 3.20% |
Tata Steel Ltd. | 3.05% |
Torrent Power Ltd. | 3.03% |
Axis Bank Ltd. | 2.69% |
State Bank of India | 2.58% |
Mahindra & Mahindra Ltd. | 2.58% |
Cipla Ltd. | 2.56% |
Fund Manager
Name | Anupam Tiwari | Dinesh Balachandran |
Start Date | 03 Oct 2023 | 01 Dec 2024 |
Name
Anupam Tiwari
Dinesh Balachandran
Start Date
03 Oct 2023
01 Dec 2024
About Fund
Description | The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related Securities. The scheme shall offer tax benefits under Section 80C of the Income Tax Act. | The scheme seeks capital appreciation through investments in equities, cumulative convertible preference shares and fully convertible debentures and bonds. The scheme was converted into an open-ended plan in November 1999. |
Launch Date | 21 Sep 2017 | 07 May 2007 |
Description
The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related Securities. The scheme shall offer tax benefits under Section 80C of the Income Tax Act.
The scheme seeks capital appreciation through investments in equities, cumulative convertible preference shares and fully convertible debentures and bonds. The scheme was converted into an open-ended plan in November 1999.
Launch Date
21 Sep 2017
07 May 2007