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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 | 1.8 |
NAV | ₹48.51 | ₹52.72 |
Fund Started | 30 Dec 2016 | 26 Dec 2014 |
Fund Size | ₹207.04 Cr | ₹4376.90 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
-
₹500
Expense Ratio
1.39
1.8
NAV
₹48.51
₹52.72
Fund Started
30 Dec 2016
26 Dec 2014
Fund Size
₹207.04 Cr
₹4376.90 Cr
Exit Load
-
-
Returns
1 Year | 1.10% | 0.22% |
3 Year | 15.20% | 24.61% |
5 Year | 26.43% | 25.63% |
1 Year
1.10%
0.22%
3 Year
15.20%
24.61%
5 Year
26.43%
25.63%
Holding Analysis
Equity | 94.37% | 98.95% |
Cash | 5.63% | 0.37% |
Equity
94.37%
98.95%
Cash
5.63%
0.37%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Eicher Motors Ltd. | 7.11% |
Bajaj Finance Ltd. | 6.75% |
HDFC Bank Ltd. | 6.43% |
Maruti Suzuki India Ltd. | 6.19% |
ICICI Bank Ltd. | 5.86% |
Hindalco Industries Ltd. | 5.52% |
Infosys Ltd. | 4.80% |
GKW Ltd. | 4.17% |
Muthoot Finance Ltd. | 4.01% |
Reliance Industries Ltd. | 3.56% |
Name | Assets |
|---|---|
Eternal Ltd. | 6.67% |
Kaynes Technology India Ltd. | 4.67% |
Multi Commodity Exchange Of India Ltd. | 4.62% |
Amber Enterprises India Ltd. | 4.44% |
Waaree Energies Ltd. | 4.44% |
Muthoot Finance Ltd. | 3.84% |
Prestige Estates Projects Ltd. | 3.72% |
Gujarat Fluorochemicals Ltd. | 3.64% |
PTC Industries Ltd. | 3.56% |
Bharat Dynamics Ltd. | 3.49% |
Fund Manager
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
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