- ProductsInvestment SuiteExclusiveFeatures
- PlatformTrading PlatformsFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketMarket MoversStocksIndicesMutual FundsIPO
- LearnStockshaalaResourceInvesting GuideEvents
- Partner
- Support
Products
Platform
Research
Market
Learn
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 | 1.82 |
NAV | ₹45.96 | ₹51.79 |
Fund Started | 30 Dec 2016 | 26 Dec 2014 |
Fund Size | ₹206.03 Cr | ₹4359.64 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
-
₹500
Expense Ratio
1.39
1.82
NAV
₹45.96
₹51.79
Fund Started
30 Dec 2016
26 Dec 2014
Fund Size
₹206.03 Cr
₹4359.64 Cr
Exit Load
-
-
Returns
1 Year | -0.08% | 7.55% |
3 Year | 18.73% | 31.29% |
5 Year | 28.85% | 27.11% |
1 Year
-0.08%
7.55%
3 Year
18.73%
31.29%
5 Year
28.85%
27.11%
Holding Analysis
Equity | 95.66% | 98.82% |
Cash | 4.34% | 1.18% |
Equity
95.66%
98.82%
Cash
4.34%
1.18%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 9.82% |
Infosys Ltd. | 7.58% |
ITC Ltd. | 7.51% |
HDFC Bank Ltd. | 6.61% |
ICICI Lombard General Insurance Company Ltd. | 6.37% |
HDFC Asset Management Company Ltd. | 6.27% |
Bajaj Finance Ltd. | 6.24% |
Maruti Suzuki India Ltd. | 5.98% |
Eicher Motors Ltd. | 5.44% |
GKW Ltd. | 5.28% |
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 | 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