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Compare Quantum 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 | 2.09 | 1.82 |
NAV | ₹126.20 | ₹52.81 |
Fund Started | 01 Apr 2017 | 26 Dec 2014 |
Fund Size | ₹221.02 Cr | ₹4359.64 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
4.0
4.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.09
1.82
NAV
₹126.20
₹52.81
Fund Started
01 Apr 2017
26 Dec 2014
Fund Size
₹221.02 Cr
₹4359.64 Cr
Exit Load
-
-
Returns
1 Year | 3.93% | 7.92% |
3 Year | 21.60% | 31.24% |
5 Year | 22.93% | 27.19% |
1 Year
3.93%
7.92%
3 Year
21.60%
31.24%
5 Year
22.93%
27.19%
Holding Analysis
Equity | 87.84% | 98.82% |
Cash | 12.16% | 1.18% |
Equity
87.84%
98.82%
Cash
12.16%
1.18%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 8.88% |
ICICI Bank Ltd. | 7.28% |
Infosys Ltd. | 4.52% |
Tata Consultancy Services Ltd. | 4.36% |
State Bank of India | 4.03% |
Kotak Mahindra Bank Ltd. | 3.67% |
ICICI Prudential Life Insurance Company Ltd. | 3.44% |
Bharti Airtel Ltd. | 3.38% |
Crompton Greaves Consumer Electricals Ltd. | 3.31% |
Wipro Ltd. | 3.25% |
Name | Assets |
|---|---|
Trent Ltd. | 5.50% |
Eternal Ltd. | 5.42% |
Bharat Dynamics Ltd. | 4.88% |
Kaynes Technology India Ltd. | 4.08% |
Suzlon Energy Ltd. | 4.05% |
Inox Wind Ltd. | 3.66% |
Amber Enterprises India Ltd. | 3.58% |
Multi Commodity Exchange Of India Ltd. | 3.56% |
Prestige Estates Projects Ltd. | 3.55% |
Bharat Electronics Ltd. | 3.48% |
Fund Manager
Name | George Thomas | Ajay Khandelwal |
Start Date | 01 Apr 2022 | 16 Dec 2021 |
Name
George Thomas
Ajay Khandelwal
Start Date
01 Apr 2022
16 Dec 2021
About Fund
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 generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. |
Launch Date | 01 Apr 2017 | 26 Dec 2014 |
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 generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
Launch Date
01 Apr 2017
26 Dec 2014