Compare Aditya Birla Sun Life ELSS Tax Saver Fund vs Motilal Oswal ELSS Tax Saver Fund
Aditya Birla Sun Life ELSS Tax Saver Fund
EquityELSS - Tax Saver
Motilal Oswal ELSS Tax Saver Fund
EquityELSS - Tax Saver
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.77
2.1
NAV
₹66.15
₹63.70
Fund Started
06 Mar 2008
26 Dec 2014
Fund Size
₹13559.01 Cr
₹4889.61 Cr
Exit Load
-
-
1 Year
-5.47%
2.85%
3 Year
9.06%
18.14%
5 Year
6.14%
14.54%
Equity
98.62%
96.62%
Cash
1.31%
3.38%
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 7.55% |
HDFC Bank Ltd. | 6.30% |
Axis Bank Ltd. | 3.85% |
Reliance Industries Ltd. | 3.73% |
State Bank of India | 3.43% |
Eternal Ltd. | 3.31% |
The Federal Bank Ltd. | 2.87% |
Bharti Airtel Ltd. | 2.80% |
Mahindra & Mahindra Ltd. | 2.75% |
Tech Mahindra Ltd. | 2.59% |
Name | Assets |
|---|---|
Multi Commodity Exchange Of India Ltd. | 5.74% |
PTC Industries Ltd. | 5.23% |
One97 Communications Ltd. | 4.80% |
Sterlite Technologies Ltd. | 4.54% |
MTAR Technologies Ltd. | 4.32% |
Gujarat Fluorochemicals Ltd. | 4.22% |
Shaily Engineering Plastics Ltd. | 4.18% |
Apar Industries Ltd. | 3.91% |
Zen Technologies Ltd. | 3.91% |
SJS Enterprises Ltd. | 3.88% |
Name
-
-
Start Date
-
-
Description
The scheme seeks long-term capital growth and will invest approximately 80 per cent of its assets in equity, while the balance would be a invested in debt and money market instrument. It was converted to an open-ended scheme with effect from July 1999. A combination of top down & bottom up approach will be followed in the stock selection process.
The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
Launch Date
06 Mar 2008
26 Dec 2014
