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Compare Quantum ELSS Tax Saver Fund vs Bank of India ELSS Tax Saver Fund

Risk

Very High
Very High

Rating

4.0
2.0

Min SIP Amount

₹500
₹500

Expense Ratio

2.09
2.09

NAV

₹125.28
₹158.18

Fund Started

01 Apr 2017
12 Dec 2008

Fund Size

₹226.78 Cr
₹1411.49 Cr

Exit Load

-
-

1 Year

-0.69%
-10.55%

3 Year

16.19%
15.66%

5 Year

16.30%
17.44%

Equity

92.39%
93.14%

Cash

7.61%
6.57%

Top 10 Holdings

Name

George Thomas
Alok Singh

Start Date

01 Apr 2022
31 Jul 2025

Description

The scheme seeks capital appreciation through a diversified portfolio comprising primarily of stocks of such companies that will typically be included un the BSE 200 Index, are available at attractive valuations and in a position to benefit from the anticipated growth and development of Indian economy. The scheme can be fully into equities (and equity related securities) and upto 20% in debt & money market instruments.
The scheme seeks to build a diversified portfolio of stocks of companies having sustainable business models, without any bias of market capitalisation and sector. The scheme will follow top-down approach of equity selection.

Launch Date

01 Apr 2017
12 Dec 2008

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