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Compare Sundaram Long Term Tax Advantage Fund Series II 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 | - | 4.0 |
Min SIP Amount | - | ₹500 |
Expense Ratio | 1.38 | 1.82 |
NAV | ₹36.73 | ₹53.39 |
Fund Started | 03 Nov 2015 | 26 Dec 2014 |
Fund Size | ₹13.08 Cr | ₹4359.64 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
-
₹500
Expense Ratio
1.38
1.82
NAV
₹36.73
₹53.39
Fund Started
03 Nov 2015
26 Dec 2014
Fund Size
₹13.08 Cr
₹4359.64 Cr
Exit Load
-
-
Returns
1 Year | 5.55% | 9.85% |
3 Year | 19.39% | 32.22% |
5 Year | 22.32% | 27.83% |
1 Year
5.55%
9.85%
3 Year
19.39%
32.22%
5 Year
22.32%
27.83%
Holding Analysis
Equity | 96.51% | 98.82% |
Cash | 3.49% | 1.18% |
Equity
96.51%
98.82%
Cash
3.49%
1.18%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 9.85% |
HDFC Bank Ltd. | 9.61% |
Reliance Industries Ltd. | 7.58% |
State Bank of India | 7.29% |
Infosys Ltd. | 6.49% |
Bharti Airtel Ltd. | 6.09% |
Larsen & Toubro Ltd. | 4.98% |
Ultratech Cement Ltd. | 3.63% |
Axis Bank Ltd. | 3.30% |
Hindustan Petroleum Corporation Ltd. | 2.87% |
Name | Assets |
|---|---|
Trent Ltd. | 5.50% |
Eternal Ltd. | 5.42% |
Bharat Dynamics Ltd. | 4.88% |
Kaynes Technology India Ltd. | 4.08% |
Suzlon Energy Ltd. | 4.05% |
Inox Wind Ltd. | 3.66% |
Amber Enterprises India Ltd. | 3.58% |
Multi Commodity Exchange Of India Ltd. | 3.56% |
Prestige Estates Projects Ltd. | 3.55% |
Bharat Electronics Ltd. | 3.48% |
Fund Manager
Name | Dwijendra Srivastava | Ajay Khandelwal |
Start Date | 03 Nov 2015 | 16 Dec 2021 |
Name
Dwijendra Srivastava
Ajay Khandelwal
Start Date
03 Nov 2015
16 Dec 2021
About Fund
Description | The scheme seeks to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit. | The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. |
Launch Date | 03 Nov 2015 | 26 Dec 2014 |
Description
The scheme seeks to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit.
The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
Launch Date
03 Nov 2015
26 Dec 2014