Compare Bajaj Finserv ELSS Tax Saver Fund vs SBI ELSS Tax Saver Fund
Risk | Very High | Very High |
Rating | - | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 2.3 | 1.57 |
NAV | ₹11.34 | ₹443.60 |
Fund Started | 24 Dec 2024 | 07 May 2007 |
Fund Size | ₹73.08 Cr | ₹32608.80 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.3
1.57
NAV
₹11.34
₹443.60
Fund Started
24 Dec 2024
07 May 2007
Fund Size
₹73.08 Cr
₹32608.80 Cr
Exit Load
-
-
1 Year | - | 6.79% |
3 Year | - | 22.72% |
5 Year | - | 19.95% |
1 Year
-
6.79%
3 Year
-
22.72%
5 Year
-
19.95%
Equity | 97.59% | 92.09% |
Cash | 2.22% | 7.79% |
Equity
97.59%
92.09%
Cash
2.22%
7.79%
Top 10 Holdings |
|
|
Top 10 Holdings
HDFC Bank Ltd. | 7.94% |
Reliance Industries Ltd. | 7.92% |
State Bank of India | 5.33% |
Divi's Laboratories Ltd. | 3.84% |
Bharat Electronics Ltd. | 3.79% |
Infosys Ltd. | 3.57% |
ICICI Bank Ltd. | 3.14% |
Larsen & Toubro Ltd. | 3.00% |
Tata Steel Ltd. | 2.72% |
City Union Bank Ltd. | 2.69% |
HDFC Bank Ltd. | 8.69% |
Reliance Industries Ltd. | 5.43% |
Tata Steel Ltd. | 3.42% |
ICICI Bank Ltd. | 3.05% |
Mahindra & Mahindra Ltd. | 2.86% |
Cipla Ltd. | 2.83% |
State Bank of India | 2.81% |
ITC Ltd. | 2.65% |
Mahindra & Mahindra Financial Services Ltd. | 2.61% |
Axis Bank Ltd. | 2.52% |
Name | Sorbh Gupta | - |
Start Date | 10 Nov 2025 | - |
Name
Sorbh Gupta
-
Start Date
10 Nov 2025
-
Description | The scheme seeks to generate long term capital appreciation from a diversified portfolio of predominantly equity and equity related securities while offering deduction on such investment made in the scheme under Section 80C of the Income Tax Act, 1961. | 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 | 24 Dec 2024 | 07 May 2007 |
Description
The scheme seeks to generate long term capital appreciation from a diversified portfolio of predominantly equity and equity related securities while offering deduction on such investment made in the scheme under Section 80C of the Income Tax Act, 1961.
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
24 Dec 2024
07 May 2007