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Compare Sundaram 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 | 3.0 | 4.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 2.21 | 1.82 |
NAV | ₹511.95 | ₹53.07 |
Fund Started | 01 Jan 1996 | 26 Dec 2014 |
Fund Size | ₹1394.52 Cr | ₹4505.81 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
3.0
4.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.21
1.82
NAV
₹511.95
₹53.07
Fund Started
01 Jan 1996
26 Dec 2014
Fund Size
₹1394.52 Cr
₹4505.81 Cr
Exit Load
-
-
Returns
1 Year | 4.60% | 8.41% |
3 Year | 18.38% | 30.13% |
5 Year | 21.94% | 27.19% |
1 Year
4.60%
8.41%
3 Year
18.38%
30.13%
5 Year
21.94%
27.19%
Holding Analysis
Equity | 95.48% | 99.19% |
Cash | 4.52% | 0.81% |
Equity
95.48%
99.19%
Cash
4.52%
0.81%
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 |
|---|---|
Eternal Ltd. | 5.26% |
Multi Commodity Exchange Of India Ltd. | 4.93% |
Trent Ltd. | 4.75% |
Bharat Dynamics Ltd. | 4.56% |
Kaynes Technology India Ltd. | 4.03% |
Prestige Estates Projects Ltd. | 3.88% |
Suzlon Energy Ltd. | 3.71% |
Bharat Electronics Ltd. | 3.70% |
Amber Enterprises India Ltd. | 3.61% |
Waaree Energies Ltd. | 3.39% |
Fund Manager
Name | Rohit Seksaria | Ajay Khandelwal |
Start Date | 01 Jan 2022 | 16 Dec 2021 |
Name
Rohit Seksaria
Ajay Khandelwal
Start Date
01 Jan 2022
16 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 generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. |
Launch Date | 01 Jan 1996 | 26 Dec 2014 |
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 generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
Launch Date
01 Jan 1996
26 Dec 2014