Compare SBI Long Term Advantage Fund Series IV vs Motilal Oswal ELSS Tax Saver Fund
Risk | Very High | Very High |
Rating | - | 4.0 |
Min SIP Amount | - | ₹500 |
Expense Ratio | 1.39 | 1.82 |
NAV | ₹48.10 | ₹48.96 |
Fund Started | 30 Dec 2016 | 26 Dec 2014 |
Fund Size | ₹213.23 Cr | ₹4444.22 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
-
₹500
Expense Ratio
1.39
1.82
NAV
₹48.10
₹48.96
Fund Started
30 Dec 2016
26 Dec 2014
Fund Size
₹213.23 Cr
₹4444.22 Cr
Exit Load
-
-
1 Year | 0.11% | -13.05% |
3 Year | 14.94% | 21.33% |
5 Year | 21.06% | 20.02% |
1 Year
0.11%
-13.05%
3 Year
14.94%
21.33%
5 Year
21.06%
20.02%
Equity | 97.79% | 98.37% |
Cash | 2.21% | 1.63% |
Equity
97.79%
98.37%
Cash
2.21%
1.63%
Top 10 Holdings |
|
|
Top 10 Holdings
Bajaj Finance Ltd. | 6.81% |
HDFC Bank Ltd. | 6.62% |
Tenneco Clean Air India Ltd | 5.72% |
Eicher Motors Ltd. | 5.62% |
Infosys Ltd. | 4.93% |
ICICI Bank Ltd. | 4.88% |
Muthoot Finance Ltd. | 4.74% |
Maruti Suzuki India Ltd. | 4.47% |
GKW Ltd. | 4.36% |
Reliance Industries Ltd. | 3.97% |
Eternal Ltd. | 6.06% |
Multi Commodity Exchange Of India Ltd. | 5.88% |
Muthoot Finance Ltd. | 4.61% |
Piramal Finance Ltd. | 4.46% |
Waaree Energies Ltd. | 4.17% |
PTC Industries Ltd. | 4.10% |
Prestige Estates Projects Ltd. | 4.07% |
Amber Enterprises India Ltd. | 3.88% |
Apar Industries Ltd. | 3.81% |
One97 Communications Ltd. | 3.74% |
Name | Rama Iyer Srinivasan | Ajay Khandelwal |
Start Date | 08 Sep 2020 | 25 Jul 2025 |
Name
Rama Iyer Srinivasan
Ajay Khandelwal
Start Date
08 Sep 2020
25 Jul 2025
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