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Compare Taurus ELSS Tax Saver Fund vs SBI Long Term Equity Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 4.0 | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 2.44 | 1.58 |
NAV | ₹185.44 | ₹434.11 |
Fund Started | 01 Jan 1996 | 07 May 2007 |
Fund Size | ₹78.50 Cr | ₹29667.41 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.44
1.58
NAV
₹185.44
₹434.11
Fund Started
01 Jan 1996
07 May 2007
Fund Size
₹78.50 Cr
₹29667.41 Cr
Exit Load
-
-
Returns
1 Year | 6.96% | 3.37% |
3 Year | 22.63% | 30.47% |
5 Year | 21.28% | 28.12% |
1 Year
6.96%
3.37%
3 Year
22.63%
30.47%
5 Year
21.28%
28.12%
Holding Analysis
Equity | 87.76% | 91.81% |
Cash | 12.24% | 8.01% |
Equity
87.76%
91.81%
Cash
12.24%
8.01%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 9.47% |
Bajaj Holdings & Investment Ltd. | 8.89% |
ITC Ltd. | 7.87% |
ICICI Bank Ltd. | 7.70% |
Narayana Hrudayalaya Ltd. | 5.19% |
Axis Bank Ltd. | 4.35% |
HBL Engineering Ltd. | 3.93% |
Power Grid Corporation Of India Ltd. | 3.58% |
Coal India Ltd. | 3.29% |
HCL Technologies Ltd. | 2.96% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 9.37% |
Reliance Industries Ltd. | 5.40% |
ICICI Bank Ltd. | 3.61% |
Tata Steel Ltd. | 3.37% |
ITC Ltd. | 3.02% |
Cipla Ltd. | 3.01% |
Torrent Power Ltd. | 2.60% |
Axis Bank Ltd. | 2.60% |
Hexaware Technologies Ltd. | 2.57% |
State Bank of India | 2.56% |
Fund Manager
Name | Ramneek Kundra | Dinesh Balachandran |
Start Date | 01 Nov 2022 | 01 Dec 2024 |
Name
Ramneek Kundra
Dinesh Balachandran
Start Date
01 Nov 2022
01 Dec 2024
About Fund
Description | The scheme seeks long term capital appreciation. The scheme would take around 80-85 per cent exposure to equity, while exposure to bonds and money market instruments would be up to 20 per cent of the corpus. The scheme was made open-ended in February 2001. | The scheme seeks capital appreciation through investments in equities, cumulative convertible preference shares and fully convertible debentures and bonds. The scheme was converted into an open-ended plan in November 1999. |
Launch Date | 01 Jan 1996 | 07 May 2007 |
Description
The scheme seeks long term capital appreciation. The scheme would take around 80-85 per cent exposure to equity, while exposure to bonds and money market instruments would be up to 20 per cent of the corpus. The scheme was made open-ended in February 2001.
The scheme seeks capital appreciation through investments in equities, cumulative convertible preference shares and fully convertible debentures and bonds. The scheme was converted into an open-ended plan in November 1999.
Launch Date
01 Jan 1996
07 May 2007