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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 | 1.81 |
NAV | ₹125.75 | ₹53.05 |
Fund Started | 01 Apr 2017 | 26 Dec 2014 |
Fund Size | ₹224.18 Cr | ₹4514.53 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
4.0
4.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.09
1.81
NAV
₹125.75
₹53.05
Fund Started
01 Apr 2017
26 Dec 2014
Fund Size
₹224.18 Cr
₹4514.53 Cr
Exit Load
-
-
Returns
1 Year | 3.75% | 5.22% |
3 Year | 16.38% | 24.85% |
5 Year | 18.17% | 23.54% |
1 Year
3.75%
5.22%
3 Year
16.38%
24.85%
5 Year
18.17%
23.54%
Holding Analysis
Equity | 90.89% | 99.83% |
Cash | 9.11% | 0.17% |
Equity
90.89%
99.83%
Cash
9.11%
0.17%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 8.89% |
ICICI Bank Ltd. | 6.68% |
Tata Consultancy Services Ltd. | 4.78% |
Infosys Ltd. | 4.73% |
State Bank of India | 4.58% |
Hero Motocorp Ltd. | 4.09% |
Kotak Mahindra Bank Ltd. | 3.67% |
ICICI Prudential Life Insurance Company Ltd. | 3.52% |
Wipro Ltd. | 3.33% |
Nuvoco Vistas Corporation Ltd. | 3.30% |
Name | Assets |
|---|---|
Eternal Ltd. | 6.31% |
Multi Commodity Exchange Of India Ltd. | 5.31% |
Waaree Energies Ltd. | 4.43% |
Kaynes Technology India Ltd. | 4.30% |
Amber Enterprises India Ltd. | 4.28% |
Prestige Estates Projects Ltd. | 4.16% |
Muthoot Finance Ltd. | 3.85% |
PTC Industries Ltd. | 3.84% |
One97 Communications Ltd. | 3.63% |
Gujarat Fluorochemicals Ltd. | 3.57% |
Fund Manager
Name | George Thomas | Ajay Khandelwal |
Start Date | 01 Apr 2022 | 25 Jul 2025 |
Name
George Thomas
Ajay Khandelwal
Start Date
01 Apr 2022
25 Jul 2025
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