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Compare NJ ELSS Tax Saver Scheme vs SBI ELSS Tax Saver Fund

Risk

Very High
Very High

Rating

-
5.0

Min SIP Amount

₹500
₹500

Expense Ratio

2.32
1.57

NAV

₹13.92
₹451.37

Fund Started

13 Mar 2023
07 May 2007

Fund Size

₹311.84 Cr
₹32326.50 Cr

Exit Load

-
-

1 Year

-5.43%
5.81%

3 Year

-
24.84%

5 Year

-
21.88%

Equity

99.32%
92.70%

Cash

0.05%
7.18%

Top 10 Holdings

Name

Dhaval Patel
-

Start Date

08 Mar 2023
-

Description

The Scheme seeks to generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related 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

13 Mar 2023
07 May 2007

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