Compare JM ELSS Tax Saver Fund vs HSBC ELSS Tax Saver Fund
JM ELSS Tax Saver Fund
HSBC ELSS Tax Saver Fund
Risk
Very High
Very High
Rating
4.0
4.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.62
1.99
NAV
₹59.66
₹154.30
Fund Started
24 Dec 2007
05 Jan 2006
Fund Size
₹232.43 Cr
₹4080.58 Cr
Exit Load
-
-
1 Year
6.88%
4.29%
3 Year
15.91%
16.23%
5 Year
14.68%
13.18%
Equity
97.47%
97.72%
Cash
2.53%
2.28%
Top 10 Holdings
Syrma SGS Technology Ltd. | 3.57% |
HDFC Bank Ltd. | 3.37% |
Reliance Industries Ltd. | 2.97% |
ICICI Bank Ltd. | 2.87% |
Bharti Airtel Ltd. | 2.63% |
Karur Vysya Bank Ltd. | 2.54% |
Polycab India Ltd. | 2.53% |
WeWork India Management Ltd. | 2.48% |
Larsen & Toubro Ltd. | 2.44% |
Max Healthcare Institute Ltd. | 2.42% |
ICICI Bank Ltd. | 3.89% |
Avalon Technologies Ltd. | 3.75% |
HDFC Bank Ltd. | 3.66% |
Reliance Industries Ltd. | 3.02% |
Shriram Finance Ltd | 2.67% |
GE Vernova T&D India Ltd | 2.54% |
Thangamayil Jewellery Ltd. | 2.42% |
Larsen & Toubro Ltd. | 2.37% |
State Bank of India | 2.15% |
Pearl Global Industries Ltd. | 2.14% |
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