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Compare UTI 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 | 1.88 | 1.82 |
NAV | ₹208.78 | ₹53.07 |
Fund Started | 01 Aug 2005 | 26 Dec 2014 |
Fund Size | ₹3882.29 Cr | ₹4505.81 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
2.0
4.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.88
1.82
NAV
₹208.78
₹53.07
Fund Started
01 Aug 2005
26 Dec 2014
Fund Size
₹3882.29 Cr
₹4505.81 Cr
Exit Load
-
-
Returns
1 Year | 0.96% | 8.41% |
3 Year | 16.53% | 30.13% |
5 Year | 20.19% | 27.19% |
1 Year
0.96%
8.41%
3 Year
16.53%
30.13%
5 Year
20.19%
27.19%
Holding Analysis
Equity | 96.87% | 99.19% |
Cash | 3.12% | 0.81% |
Equity
96.87%
99.19%
Cash
3.12%
0.81%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 9.67% |
ICICI Bank Ltd. | 7.45% |
Infosys Ltd. | 4.99% |
Bharti Airtel Ltd. | 4.66% |
Reliance Industries Ltd. | 3.87% |
Axis Bank Ltd. | 3.62% |
Bajaj Finance Ltd. | 3.12% |
Maruti Suzuki India Ltd. | 2.31% |
Tata Steel Ltd. | 2.28% |
Avenue Supermarts Ltd. | 2.25% |
Name | Assets |
|---|---|
Eternal Ltd. | 5.26% |
Multi Commodity Exchange Of India Ltd. | 4.93% |
Trent Ltd. | 4.75% |
Bharat Dynamics Ltd. | 4.56% |
Kaynes Technology India Ltd. | 4.03% |
Prestige Estates Projects Ltd. | 3.88% |
Suzlon Energy Ltd. | 3.71% |
Bharat Electronics Ltd. | 3.70% |
Amber Enterprises India Ltd. | 3.61% |
Waaree Energies Ltd. | 3.39% |
Fund Manager
Name | Vishal Chopda | Ajay Khandelwal |
Start Date | 02 May 2022 | 16 Dec 2021 |
Name
Vishal Chopda
Ajay Khandelwal
Start Date
02 May 2022
16 Dec 2021
About Fund
Description | An open-ended equity fund investing a minimum of 80% in equity related instruments. It Aims at enabling members to avail tax rebate under Section 80C of the IT Act and provide them with the benefits of growth. | The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. |
Launch Date | 01 Aug 2005 | 26 Dec 2014 |
Description
An open-ended equity fund investing a minimum of 80% in equity related instruments. It Aims at enabling members to avail tax rebate under Section 80C of the IT Act and provide them with the benefits of growth.
The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
Launch Date
01 Aug 2005
26 Dec 2014