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Compare JM 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 | 4.0 | 4.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 2.37 | 1.8 |
NAV | ₹50.23 | ₹52.72 |
Fund Started | 24 Dec 2007 | 26 Dec 2014 |
Fund Size | ₹212.85 Cr | ₹4376.90 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
4.0
4.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.37
1.8
NAV
₹50.23
₹52.72
Fund Started
24 Dec 2007
26 Dec 2014
Fund Size
₹212.85 Cr
₹4376.90 Cr
Exit Load
-
-
Returns
1 Year | 1.43% | 0.22% |
3 Year | 20.23% | 24.61% |
5 Year | 22.90% | 25.63% |
1 Year
1.43%
0.22%
3 Year
20.23%
24.61%
5 Year
22.90%
25.63%
Holding Analysis
Equity | 99.01% | 98.95% |
Cash | 0.76% | 0.37% |
Equity
99.01%
98.95%
Cash
0.76%
0.37%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 4.39% |
ICICI Bank Ltd. | 3.55% |
Reliance Industries Ltd. | 3.42% |
Larsen & Toubro Ltd. | 3.38% |
Syrma SGS Technology Ltd. | 2.59% |
CreditAccess Grameen Ltd. | 2.57% |
One97 Communications Ltd. | 2.51% |
Maruti Suzuki India Ltd. | 2.49% |
Onesource Specialty Pharma Ltd. | 2.44% |
Shaily Engineering Plastics Ltd. | 2.43% |
Name | Assets |
|---|---|
Eternal Ltd. | 6.67% |
Kaynes Technology India Ltd. | 4.67% |
Multi Commodity Exchange Of India Ltd. | 4.62% |
Amber Enterprises India Ltd. | 4.44% |
Waaree Energies Ltd. | 4.44% |
Muthoot Finance Ltd. | 3.84% |
Prestige Estates Projects Ltd. | 3.72% |
Gujarat Fluorochemicals Ltd. | 3.64% |
PTC Industries Ltd. | 3.56% |
Bharat Dynamics Ltd. | 3.49% |
Fund Manager
Name | Satish Ramanathan | Ajay Khandelwal |
Start Date | 01 Oct 2024 | 25 Jul 2025 |
Name
Satish Ramanathan
Ajay Khandelwal
Start Date
01 Oct 2024
25 Jul 2025
About Fund
Description | The scheme aims at achieving long term growth of capital along with income tax relief for investment. At least 80% of the funds will be invested in equity instruments. | The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. |
Launch Date | 24 Dec 2007 | 26 Dec 2014 |
Description
The scheme aims at achieving long term growth of capital along with income tax relief for investment. At least 80% of the funds will be invested in equity instruments.
The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
Launch Date
24 Dec 2007
26 Dec 2014