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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 | 1.83 |
NAV | ₹35.40 | ₹49.98 |
Fund Started | 03 Nov 2015 | 26 Dec 2014 |
Fund Size | ₹13.02 Cr | ₹4401.97 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
-
₹500
Expense Ratio
1.38
1.83
NAV
₹35.40
₹49.98
Fund Started
03 Nov 2015
26 Dec 2014
Fund Size
₹13.02 Cr
₹4401.97 Cr
Exit Load
-
-
Returns
1 Year | 1.70% | 0.16% |
3 Year | 13.17% | 23.77% |
5 Year | 19.24% | 25.14% |
1 Year
1.70%
0.16%
3 Year
13.17%
23.77%
5 Year
19.24%
25.14%
Holding Analysis
Equity | 96.59% | 98.29% |
Cash | 3.41% | 1.68% |
Equity
96.59%
98.29%
Cash
3.41%
1.68%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 9.63% |
ICICI Bank Ltd. | 9.59% |
Reliance Industries Ltd. | 7.79% |
State Bank of India | 7.16% |
Infosys Ltd. | 6.47% |
Bharti Airtel Ltd. | 6.42% |
Larsen & Toubro Ltd. | 4.84% |
Ultratech Cement Ltd. | 3.82% |
Axis Bank Ltd. | 3.23% |
Coromandel International Ltd. | 3.05% |
Name | Assets |
|---|---|
Eternal Ltd. | 6.27% |
Prestige Estates Projects Ltd. | 4.55% |
Amber Enterprises India Ltd. | 4.35% |
Multi Commodity Exchange Of India Ltd. | 4.34% |
Kaynes Technology India Ltd. | 4.06% |
Bharat Dynamics Ltd. | 3.89% |
Gujarat Fluorochemicals Ltd. | 3.51% |
Suzlon Energy Ltd. | 3.46% |
Bharat Electronics Ltd. | 3.34% |
Piramal Enterprises Ltd. | 3.32% |
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
