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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 | 1.83 |
NAV | ₹48.28 | ₹50.79 |
Fund Started | 24 Dec 2007 | 26 Dec 2014 |
Fund Size | ₹206.74 Cr | ₹4401.97 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
4.0
4.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.37
1.83
NAV
₹48.28
₹50.79
Fund Started
24 Dec 2007
26 Dec 2014
Fund Size
₹206.74 Cr
₹4401.97 Cr
Exit Load
-
-
Returns
1 Year | -4.40% | 0.00% |
3 Year | 18.58% | 23.57% |
5 Year | 22.64% | 25.22% |
1 Year
-4.40%
0.00%
3 Year
18.58%
23.57%
5 Year
22.64%
25.22%
Holding Analysis
Equity | 98.90% | 98.32% |
Cash | 0.50% | 1.68% |
Equity
98.90%
98.32%
Cash
0.50%
1.68%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Larsen & Toubro Ltd. | 5.09% |
HDFC Bank Ltd. | 4.80% |
ICICI Bank Ltd. | 4.01% |
Reliance Industries Ltd. | 3.59% |
One97 Communications Ltd. | 2.92% |
Syrma SGS Technology Ltd. | 2.84% |
Bharti Airtel Ltd. | 2.84% |
Onesource Specialty Pharma Ltd. | 2.69% |
CreditAccess Grameen Ltd. | 2.51% |
Infosys Ltd. | 2.41% |
Name | Assets |
|---|---|
Eternal Ltd. | 6.27% |
Prestige Estates Projects Ltd. | 4.55% |
Amber Enterprises India Ltd. | 4.35% |
Multi Commodity Exchange Of India Ltd. | 4.34% |
Kaynes Technology India Ltd. | 4.06% |
Bharat Dynamics Ltd. | 3.89% |
Gujarat Fluorochemicals Ltd. | 3.51% |
Suzlon Energy Ltd. | 3.46% |
Bharat Electronics Ltd. | 3.34% |
Piramal Enterprises Ltd. | 3.32% |
Fund Manager
Name | Satish Ramanathan | Ajay Khandelwal |
Start Date | 01 Oct 2024 | 16 Dec 2021 |
Name
Satish Ramanathan
Ajay Khandelwal
Start Date
01 Oct 2024
16 Dec 2021
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
