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Compare Tata 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 | 2.0 | 4.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 1.83 | 1.82 |
NAV | ₹44.43 | ₹52.30 |
Fund Started | 13 Oct 2014 | 26 Dec 2014 |
Fund Size | ₹4472.44 Cr | ₹4223.40 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
2.0
4.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.83
1.82
NAV
₹44.43
₹52.30
Fund Started
13 Oct 2014
26 Dec 2014
Fund Size
₹4472.44 Cr
₹4223.40 Cr
Exit Load
-
-
Returns
1 Year | -2.39% | -1.17% |
3 Year | 15.72% | 25.46% |
5 Year | 19.59% | 25.61% |
1 Year
-2.39%
-1.17%
3 Year
15.72%
25.46%
5 Year
19.59%
25.61%
Holding Analysis
Equity | 95.38% | 98.25% |
Cash | 4.62% | 1.75% |
Equity
95.38%
98.25%
Cash
4.62%
1.75%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 7.34% |
ICICI Bank Ltd. | 6.64% |
Reliance Industries Ltd. | 4.10% |
Bharti Airtel Ltd. | 3.97% |
State Bank of India | 3.90% |
Infosys Ltd. | 3.81% |
Axis Bank Ltd. | 3.04% |
Larsen & Toubro Ltd. | 2.84% |
NTPC Ltd. | 2.53% |
Samvardhana Motherson International Ltd. | 2.12% |
Name | Assets |
|---|---|
Eternal Ltd. | 6.67% |
Multi Commodity Exchange Of India Ltd. | 4.54% |
Prestige Estates Projects Ltd. | 4.35% |
Kaynes Technology India Ltd. | 4.20% |
Waaree Energies Ltd. | 4.16% |
Amber Enterprises India Ltd. | 4.14% |
One97 Communications Ltd. | 3.59% |
Bharat Dynamics Ltd. | 3.48% |
Gujarat Fluorochemicals Ltd. | 3.48% |
Piramal Enterprises Ltd. | 3.39% |
Fund Manager
Name | Tejas Gutka | Ajay Khandelwal |
Start Date | 09 Mar 2021 | 16 Dec 2021 |
Name
Tejas Gutka
Ajay Khandelwal
Start Date
09 Mar 2021
16 Dec 2021
About Fund
Description | The scheme seeks to provide medium to long term capital gains along with income tax relief to its Unitholders, while at all times emphasising the importance of capital appreciation. | The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. |
Launch Date | 13 Oct 2014 | 26 Dec 2014 |
Description
The scheme seeks to provide medium to long term capital gains along with income tax relief to its Unitholders, while at all times emphasising the importance of capital appreciation.
The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
Launch Date
13 Oct 2014
26 Dec 2014
