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Compare SBI Long Term Equity 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 | 5.0 | 4.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 1.58 | 1.82 |
NAV | ₹433.57 | ₹51.35 |
Fund Started | 07 May 2007 | 26 Dec 2014 |
Fund Size | ₹29667.41 Cr | ₹4359.64 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
5.0
4.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.58
1.82
NAV
₹433.57
₹51.35
Fund Started
07 May 2007
26 Dec 2014
Fund Size
₹29667.41 Cr
₹4359.64 Cr
Exit Load
-
-
Returns
1 Year | 4.39% | 9.69% |
3 Year | 28.85% | 31.46% |
5 Year | 28.61% | 27.77% |
1 Year
4.39%
9.69%
3 Year
28.85%
31.46%
5 Year
28.61%
27.77%
Holding Analysis
Equity | 91.81% | 98.82% |
Cash | 8.01% | 1.18% |
Equity
91.81%
98.82%
Cash
8.01%
1.18%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 9.37% |
Reliance Industries Ltd. | 5.40% |
ICICI Bank Ltd. | 3.61% |
Tata Steel Ltd. | 3.37% |
ITC Ltd. | 3.02% |
Cipla Ltd. | 3.01% |
Torrent Power Ltd. | 2.60% |
Axis Bank Ltd. | 2.60% |
Hexaware Technologies Ltd. | 2.57% |
State Bank of India | 2.56% |
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 | Dinesh Balachandran | Ajay Khandelwal |
Start Date | 01 Dec 2024 | 16 Dec 2021 |
Name
Dinesh Balachandran
Ajay Khandelwal
Start Date
01 Dec 2024
16 Dec 2021
About Fund
Description | The scheme seeks capital appreciation through investments in equities, cumulative convertible preference shares and fully convertible debentures and bonds. The scheme was converted into an open-ended plan in November 1999. | The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. |
Launch Date | 07 May 2007 | 26 Dec 2014 |
Description
The scheme seeks capital appreciation through investments in equities, cumulative convertible preference shares and fully convertible debentures and bonds. The scheme was converted into an open-ended plan in November 1999.
The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
Launch Date
07 May 2007
26 Dec 2014