Compare JM ELSS - Tax Saver Fund vs HSBC ELSS Tax Saver Fund
JM ELSS - Tax Saver Fund
EquityELSS - Tax Saver
HSBC ELSS Tax Saver Fund
EquityELSS - Tax Saver
Risk
Very High
Very High
Rating
4.0
4.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.68
1.99
NAV
₹58.45
₹149.35
Fund Started
24 Dec 2007
05 Jan 2006
Fund Size
₹239.90 Cr
₹3973.53 Cr
Exit Load
-
-
1 Year
1.05%
-1.13%
3 Year
13.41%
13.90%
5 Year
10.77%
10.43%
Equity
98.89%
99.27%
Cash
1.11%
0.73%
Top 10 Holdings
Name | Assets |
|---|---|
Syrma SGS Technology Ltd. | 3.41% |
One 97 Communications Ltd. | 3.31% |
HDFC Bank Ltd. | 2.90% |
Karur Vysya Bank Ltd. | 2.69% |
ICICI Bank Ltd. | 2.67% |
Reliance Industries Ltd. | 2.64% |
Bharti Airtel Ltd. | 2.41% |
CarTrade Tech Ltd. | 2.30% |
EPL Ltd. | 2.19% |
Kotak Mahindra Bank Ltd. | 2.11% |
Name | Assets |
|---|---|
Avalon Technologies Ltd. | 4.51% |
ICICI Bank Ltd. | 3.84% |
HDFC Bank Ltd. | 3.34% |
Reliance Industries Ltd. | 2.84% |
Pearl Global Industries Ltd. | 2.79% |
Eternal Ltd. | 2.54% |
Shriram Finance Ltd | 2.26% |
GE Vernova T&D India Ltd | 2.22% |
Larsen & Toubro Ltd. | 2.21% |
Karur Vysya Bank Ltd. | 2.12% |
Name
-
-
Start Date
-
-
Description
The scheme aims at achieving long term growth of capital along with income tax relief for investment. At least 80% of the funds will be invested in equity instruments.
The scheme aims to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities.
Launch Date
24 Dec 2007
05 Jan 2006
