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Compare SBI Tax Advantage Fund Series III 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 | 0.0 | 4.0 |
Min SIP Amount | - | ₹500 |
Expense Ratio | 1.39 | 1.82 |
NAV | ₹76.68 | ₹52.81 |
Fund Started | 28 Dec 2013 | 26 Dec 2014 |
Fund Size | ₹33.26 Cr | ₹4359.64 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
0.0
4.0
Min SIP Amount
-
₹500
Expense Ratio
1.39
1.82
NAV
₹76.68
₹52.81
Fund Started
28 Dec 2013
26 Dec 2014
Fund Size
₹33.26 Cr
₹4359.64 Cr
Exit Load
-
-
Returns
1 Year | 29.86% | 7.92% |
3 Year | 21.09% | 31.24% |
5 Year | 25.55% | 27.19% |
1 Year
29.86%
7.92%
3 Year
21.09%
31.24%
5 Year
25.55%
27.19%
Holding Analysis
Equity | 58.86% | 98.82% |
Cash | 41.14% | 1.18% |
Equity
58.86%
98.82%
Cash
41.14%
1.18%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
State Bank of India | 7.42% |
Bharti Airtel Ltd. | 6.76% |
ICICI Bank Ltd. | 6.64% |
Muthoot Finance Ltd. | 5.88% |
Reliance Industries Ltd. | 5.18% |
Infosys Ltd. | 5.03% |
Divi's Laboratories Ltd. | 4.93% |
HDFC Bank Ltd. | 4.22% |
Bajaj Finance Ltd. | 3.91% |
Axis Bank Ltd. | 3.56% |
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 | 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 | 28 Dec 2013 | 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
28 Dec 2013
26 Dec 2014