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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 | 1.8 |
NAV | ₹525.02 | ₹52.72 |
Fund Started | 01 Jan 1996 | 26 Dec 2014 |
Fund Size | ₹1356.01 Cr | ₹4376.90 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
3.0
4.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.21
1.8
NAV
₹525.02
₹52.72
Fund Started
01 Jan 1996
26 Dec 2014
Fund Size
₹1356.01 Cr
₹4376.90 Cr
Exit Load
-
-
Returns
1 Year | 6.23% | 0.22% |
3 Year | 14.71% | 24.61% |
5 Year | 20.49% | 25.63% |
1 Year
6.23%
0.22%
3 Year
14.71%
24.61%
5 Year
20.49%
25.63%
Holding Analysis
Equity | 95.23% | 98.95% |
Cash | 4.77% | 0.37% |
Equity
95.23%
98.95%
Cash
4.77%
0.37%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 9.03% |
ICICI Bank Ltd. | 7.33% |
Reliance Industries Ltd. | 4.51% |
Bharti Airtel Ltd. | 4.04% |
Axis Bank Ltd. | 3.65% |
State Bank of India | 3.42% |
Larsen & Toubro Ltd. | 3.40% |
Infosys Ltd. | 3.29% |
ITC Ltd. | 2.82% |
Kotak Mahindra Bank Ltd. | 2.79% |
Name | Assets |
|---|---|
Eternal Ltd. | 6.67% |
Kaynes Technology India Ltd. | 4.67% |
Multi Commodity Exchange Of India Ltd. | 4.62% |
Amber Enterprises India Ltd. | 4.44% |
Waaree Energies Ltd. | 4.44% |
Muthoot Finance Ltd. | 3.84% |
Prestige Estates Projects Ltd. | 3.72% |
Gujarat Fluorochemicals Ltd. | 3.64% |
PTC Industries Ltd. | 3.56% |
Bharat Dynamics Ltd. | 3.49% |
Fund Manager
Name | Rohit Seksaria | Ajay Khandelwal |
Start Date | 29 Aug 2018 | 01 Oct 2024 |
Name
Rohit Seksaria
Ajay Khandelwal
Start Date
29 Aug 2018
01 Oct 2024
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