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Compare Shriram ELSS Tax Saver 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 | 1.0 | 4.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 2.33 | 1.83 |
NAV | ₹20.76 | ₹50.28 |
Fund Started | 17 Dec 2018 | 26 Dec 2014 |
Fund Size | ₹49.21 Cr | ₹4401.97 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
1.0
4.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.33
1.83
NAV
₹20.76
₹50.28
Fund Started
17 Dec 2018
26 Dec 2014
Fund Size
₹49.21 Cr
₹4401.97 Cr
Exit Load
-
-
Returns
1 Year | -10.09% | 1.10% |
3 Year | 10.31% | 23.97% |
5 Year | 13.61% | 25.44% |
1 Year
-10.09%
1.10%
3 Year
10.31%
23.97%
5 Year
13.61%
25.44%
Holding Analysis
Equity | 97.84% | 98.32% |
Cash | 0.74% | 1.68% |
Equity
97.84%
98.32%
Cash
0.74%
1.68%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 8.07% |
ICICI Bank Ltd. | 5.54% |
Bharti Airtel Ltd. | 5.21% |
Coromandel International Ltd. | 3.28% |
Reliance Industries Ltd. | 2.85% |
Bajaj Holdings & Investment Ltd. | 2.84% |
Mahindra & Mahindra Ltd. | 2.67% |
Marico Ltd. | 2.44% |
Interglobe Aviation Ltd. | 2.40% |
SBI Cards And Payment Services Ltd. | 2.35% |
Name | Assets |
|---|---|
Eternal Ltd. | 6.27% |
Prestige Estates Projects Ltd. | 4.55% |
Amber Enterprises India Ltd. | 4.35% |
Multi Commodity Exchange Of India Ltd. | 4.34% |
Kaynes Technology India Ltd. | 4.06% |
Bharat Dynamics Ltd. | 3.89% |
Gujarat Fluorochemicals Ltd. | 3.51% |
Suzlon Energy Ltd. | 3.46% |
Bharat Electronics Ltd. | 3.34% |
Piramal Enterprises Ltd. | 3.32% |
Fund Manager
Name | Gargi Bhattacharyya Banerjee | Ajay Khandelwal |
Start Date | 21 Nov 2019 | 16 Dec 2021 |
Name
Gargi Bhattacharyya Banerjee
Ajay Khandelwal
Start Date
21 Nov 2019
16 Dec 2021
About Fund
Description | The Scheme seeks to generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities and enable investors to avail the income tax rebate, as permitted from time to time. | The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. |
Launch Date | 17 Dec 2018 | 26 Dec 2014 |
Description
The Scheme seeks to generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities and enable investors to avail the income tax rebate, as permitted from time to time.
The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
Launch Date
17 Dec 2018
26 Dec 2014
