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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 | 2.16 | 2.08 |
NAV | ₹513.61 | ₹162.72 |
Fund Started | 01 Jan 1996 | 12 Dec 2008 |
Fund Size | ₹1359.13 Cr | ₹1398.40 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
3.0
3.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.16
2.08
NAV
₹513.61
₹162.72
Fund Started
01 Jan 1996
12 Dec 2008
Fund Size
₹1359.13 Cr
₹1398.40 Cr
Exit Load
-
-
Returns
1 Year | 4.91% | -6.15% |
3 Year | 19.74% | 23.65% |
5 Year | 22.69% | 25.64% |
1 Year
4.91%
-6.15%
3 Year
19.74%
23.65%
5 Year
22.69%
25.64%
Holding Analysis
Equity | 95.48% | 95.81% |
Cash | 4.52% | 4.18% |
Equity
95.48%
95.81%
Cash
4.52%
4.18%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 9.22% |
ICICI Bank Ltd. | 7.84% |
Reliance Industries Ltd. | 4.54% |
Larsen & Toubro Ltd. | 3.41% |
Axis Bank Ltd. | 3.21% |
State Bank of India | 3.18% |
Infosys Ltd. | 3.17% |
ITC Ltd. | 2.93% |
Force Motors Ltd. | 2.23% |
Ultratech Cement Ltd. | 2.23% |
Name | Assets |
|---|---|
State Bank of India | 4.87% |
Vedanta Ltd. | 4.40% |
Coforge Ltd. | 4.01% |
HDFC Bank Ltd. | 3.96% |
Hindustan Aeronautics Ltd. | 3.73% |
ICICI Bank Ltd. | 3.15% |
Prudent Corporate Advisory Services Ltd. | 2.80% |
Acutaas Chemicals Ltd. | 2.67% |
Coromandel International Ltd. | 2.57% |
Bharti Airtel Ltd. | 2.47% |
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