Compare JM ELSS Tax Saver Fund vs SBI ELSS Tax Saver Fund
Risk | Very High | Very High |
Rating | 4.0 | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 2.37 | 1.57 |
NAV | ₹49.43 | ₹452.32 |
Fund Started | 24 Dec 2007 | 07 May 2007 |
Fund Size | ₹228.21 Cr | ₹32326.50 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.37
1.57
NAV
₹49.43
₹452.32
Fund Started
24 Dec 2007
07 May 2007
Fund Size
₹228.21 Cr
₹32326.50 Cr
Exit Load
-
-
1 Year | -2.01% | 4.17% |
3 Year | 19.18% | 22.59% |
5 Year | 18.42% | 21.73% |
1 Year
-2.01%
4.17%
3 Year
19.18%
22.59%
5 Year
18.42%
21.73%
Equity | 98.70% | 93.49% |
Cash | 0.27% | 6.38% |
Equity
98.70%
93.49%
Cash
0.27%
6.38%
Top 10 Holdings |
|
|
Top 10 Holdings
HDFC Bank Ltd. | 4.34% |
Reliance Industries Ltd. | 3.67% |
Larsen & Toubro Ltd. | 3.50% |
ICICI Bank Ltd. | 3.41% |
Maruti Suzuki India Ltd. | 2.76% |
One97 Communications Ltd. | 2.75% |
Max Financial Services Ltd. | 2.71% |
360 One Wam Ltd. | 2.41% |
Karur Vysya Bank Ltd. | 2.37% |
Syrma SGS Technology Ltd. | 2.35% |
HDFC Bank Ltd. | 8.88% |
Reliance Industries Ltd. | 5.27% |
Tata Steel Ltd. | 3.57% |
ICICI Bank Ltd. | 3.14% |
Cipla Ltd. | 2.88% |
ITC Ltd. | 2.83% |
Mahindra & Mahindra Ltd. | 2.76% |
State Bank of India | 2.75% |
Axis Bank Ltd. | 2.51% |
Kotak Mahindra Bank Ltd. | 2.41% |
Name | Satish Ramanathan | - |
Start Date | 01 Oct 2024 | - |
Name
Satish Ramanathan
-
Start Date
01 Oct 2024
-
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 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 | 24 Dec 2007 | 07 May 2007 |
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 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
24 Dec 2007
07 May 2007