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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 | 1.8 |
NAV | ₹37.13 | ₹52.72 |
Fund Started | 03 Nov 2015 | 26 Dec 2014 |
Fund Size | ₹12.77 Cr | ₹4376.90 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
-
₹500
Expense Ratio
1.38
1.8
NAV
₹37.13
₹52.72
Fund Started
03 Nov 2015
26 Dec 2014
Fund Size
₹12.77 Cr
₹4376.90 Cr
Exit Load
-
-
Returns
1 Year | 7.84% | 0.22% |
3 Year | 14.14% | 24.61% |
5 Year | 19.93% | 25.63% |
1 Year
7.84%
0.22%
3 Year
14.14%
24.61%
5 Year
19.93%
25.63%
Holding Analysis
Equity | 96.88% | 98.95% |
Cash | 3.12% | 0.37% |
Equity
96.88%
98.95%
Cash
3.12%
0.37%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 9.39% |
ICICI Bank Ltd. | 9.22% |
State Bank of India | 8.02% |
Reliance Industries Ltd. | 7.46% |
Bharti Airtel Ltd. | 6.32% |
Infosys Ltd. | 6.13% |
Larsen & Toubro Ltd. | 5.08% |
Ultratech Cement Ltd. | 4.06% |
Axis Bank Ltd. | 3.21% |
Hindustan Petroleum Corporation Ltd. | 3.17% |
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 | Dwijendra Srivastava | Ajay Khandelwal |
Start Date | 02 Jul 2025 | 25 Jul 2025 |
Name
Dwijendra Srivastava
Ajay Khandelwal
Start Date
02 Jul 2025
25 Jul 2025
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