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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 | 3.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 2.23 | 2.1 |
NAV | ₹483.65 | ₹148.36 |
Fund Started | 01 Jan 1996 | 12 Dec 2008 |
Fund Size | ₹1288.19 Cr | ₹1319.59 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
3.0
3.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.23
2.1
NAV
₹483.65
₹148.36
Fund Started
01 Jan 1996
12 Dec 2008
Fund Size
₹1288.19 Cr
₹1319.59 Cr
Exit Load
-
-
Returns
1 Year | 6.70% | -4.89% |
3 Year | 16.29% | 17.78% |
5 Year | 24.21% | 24.84% |
1 Year
6.70%
-4.89%
3 Year
16.29%
17.78%
5 Year
24.21%
24.84%
Holding Analysis
Equity | 93.83% | 94.28% |
Cash | 6.17% | 5.18% |
Equity
93.83%
94.28%
Cash
6.17%
5.18%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 9.14% |
ICICI Bank Ltd. | 7.71% |
Reliance Industries Ltd. | 4.30% |
Larsen & Toubro Ltd. | 3.63% |
Infosys Ltd. | 3.37% |
State Bank of India | 3.19% |
Axis Bank Ltd. | 2.66% |
Interglobe Aviation Ltd. | 2.46% |
Ultratech Cement Ltd. | 2.41% |
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) | 2.22% |
Name | Assets |
|---|---|
Vedanta Ltd. | 4.96% |
HDFC Bank Ltd. | 4.92% |
State Bank of India | 4.91% |
Coforge Ltd. | 4.03% |
ICICI Bank Ltd. | 3.12% |
Ami Organics Ltd. | 2.94% |
Hindustan Aeronautics Ltd. | 2.72% |
NTPC Ltd. | 2.59% |
REC Ltd. | 2.41% |
Dixon Technologies (India) Ltd. | 2.40% |
Fund Manager
Name | Rohit Seksaria | Alok Singh |
Start Date | 01 Jan 2022 | 01 Dec 2021 |
Name
Rohit Seksaria
Alok Singh
Start Date
01 Jan 2022
01 Dec 2021
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