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Compare SBI Long Term Advantage Fund Series IV 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 |
Min SIP Amount | - | ₹500 |
Expense Ratio | 1.39 | 1.83 |
NAV | ₹46.11 | ₹50.79 |
Fund Started | 30 Dec 2016 | 26 Dec 2014 |
Fund Size | ₹203.68 Cr | ₹4401.97 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
-
₹500
Expense Ratio
1.39
1.83
NAV
₹46.11
₹50.79
Fund Started
30 Dec 2016
26 Dec 2014
Fund Size
₹203.68 Cr
₹4401.97 Cr
Exit Load
-
-
Returns
1 Year | -7.92% | 0.00% |
3 Year | 13.77% | 23.57% |
5 Year | 25.42% | 25.22% |
1 Year
-7.92%
0.00%
3 Year
13.77%
23.57%
5 Year
25.42%
25.22%
Holding Analysis
Equity | 92.93% | 98.32% |
Cash | 7.07% | 1.68% |
Equity
92.93%
98.32%
Cash
7.07%
1.68%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 8.73% |
ITC Ltd. | 7.48% |
HDFC Bank Ltd. | 6.94% |
Maruti Suzuki India Ltd. | 6.19% |
Bajaj Finance Ltd. | 6.06% |
Eicher Motors Ltd. | 5.64% |
Infosys Ltd. | 5.11% |
GKW Ltd. | 5.08% |
Hindalco Industries Ltd. | 5.03% |
Bharat Electronics Ltd. | 3.95% |
Name | Assets |
|---|---|
Eternal Ltd. | 6.27% |
Prestige Estates Projects Ltd. | 4.55% |
Amber Enterprises India Ltd. | 4.35% |
Multi Commodity Exchange Of India Ltd. | 4.34% |
Kaynes Technology India Ltd. | 4.06% |
Bharat Dynamics Ltd. | 3.89% |
Gujarat Fluorochemicals Ltd. | 3.51% |
Suzlon Energy Ltd. | 3.46% |
Bharat Electronics Ltd. | 3.34% |
Piramal Enterprises Ltd. | 3.32% |
Fund Manager
Name | Rama Iyer Srinivasan | Ajay Khandelwal |
Start Date | 08 Sep 2020 | 16 Dec 2021 |
Name
Rama Iyer Srinivasan
Ajay Khandelwal
Start Date
08 Sep 2020
16 Dec 2021
About Fund
Description | The scheme seeks to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit. | The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. |
Launch Date | 30 Dec 2016 | 26 Dec 2014 |
Description
The scheme seeks to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit.
The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
Launch Date
30 Dec 2016
26 Dec 2014
