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Compare Sundaram ELSS Tax Saver Fund vs Bank of India ELSS Tax Saver Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 2.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 2.21 | 2.09 |
NAV | ₹523.08 | ₹159.93 |
Fund Started | 01 Jan 1996 | 12 Dec 2008 |
Fund Size | ₹1398.23 Cr | ₹1417.05 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
3.0
2.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.21
2.09
NAV
₹523.08
₹159.93
Fund Started
01 Jan 1996
12 Dec 2008
Fund Size
₹1398.23 Cr
₹1417.05 Cr
Exit Load
-
-
Returns
1 Year | 8.31% | -2.66% |
3 Year | 14.61% | 15.80% |
5 Year | 17.81% | 18.57% |
1 Year
8.31%
-2.66%
3 Year
14.61%
15.80%
5 Year
17.81%
18.57%
Holding Analysis
Equity | 94.70% | 95.02% |
Cash | 5.30% | 4.69% |
Equity
94.70%
95.02%
Cash
5.30%
4.69%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 8.74% |
ICICI Bank Ltd. | 7.09% |
Reliance Industries Ltd. | 4.76% |
Bharti Airtel Ltd. | 4.29% |
Axis Bank Ltd. | 3.85% |
Larsen & Toubro Ltd. | 3.63% |
State Bank of India | 3.57% |
Infosys Ltd. | 3.28% |
ITC Ltd. | 2.86% |
Kotak Mahindra Bank Ltd. | 2.86% |
Name | Assets |
|---|---|
Vedanta Ltd. | 4.92% |
State Bank of India | 4.39% |
ICICI Bank Ltd. | 3.84% |
Hindustan Aeronautics Ltd. | 3.47% |
Acutaas Chemicals Ltd. | 3.45% |
Bharti Airtel Ltd. | 3.41% |
ITC Ltd. | 3.32% |
HDFC Bank Ltd. | 3.05% |
Ambuja Cements Ltd. | 2.74% |
Indian Bank | 2.42% |
Fund Manager
Name | Rohit Seksaria | Alok Singh |
Start Date | 02 Jul 2025 | 31 Jul 2025 |
Name
Rohit Seksaria
Alok Singh
Start Date
02 Jul 2025
31 Jul 2025
About Fund
Description | The fund seeks to build a high quality growth oriented portfolio to provide long term capital appreciation through investment primarily in equities. | The scheme seeks to build a diversified portfolio of stocks of companies having sustainable business models, without any bias of market capitalisation and sector. The scheme will follow top-down approach of equity selection. |
Launch Date | 01 Jan 1996 | 12 Dec 2008 |
Description
The fund seeks to build a high quality growth oriented portfolio to provide long term capital appreciation through investment primarily in equities.
The scheme seeks to build a diversified portfolio of stocks of companies having sustainable business models, without any bias of market capitalisation and sector. The scheme will follow top-down approach of equity selection.
Launch Date
01 Jan 1996
12 Dec 2008