Compare JM ELSS Tax Saver Fund vs Motilal Oswal ELSS Tax Saver Fund
Risk
Very High
Very High
Rating
4.0
4.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.37
1.82
NAV
₹45.72
₹47.66
Fund Started
24 Dec 2007
26 Dec 2014
Fund Size
₹215.84 Cr
₹4188.13 Cr
Exit Load
-
-
1 Year
5.26%
11.29%
3 Year
16.71%
20.54%
5 Year
14.00%
16.29%
Equity
96.57%
98.97%
Cash
0.72%
1.03%
Top 10 Holdings
HDFC Bank Ltd. | 4.23% |
Larsen & Toubro Ltd. | 3.58% |
Reliance Industries Ltd. | 3.45% |
ICICI Bank Ltd. | 3.04% |
Bharti Airtel Ltd. | 3.01% |
Karur Vysya Bank Ltd. | 2.78% |
Max Financial Services Ltd. | 2.72% |
Maruti Suzuki India Ltd. | 2.68% |
CarTrade Tech Ltd. | 2.54% |
Lupin Ltd. | 2.49% |
Multi Commodity Exchange Of India Ltd. | 7.82% |
Piramal Finance Ltd. | 5.84% |
Eternal Ltd. | 5.23% |
Muthoot Finance Ltd. | 5.00% |
Billionbrains Garage Ventures Ltd. | 4.63% |
PTC Industries Ltd. | 4.43% |
Waaree Energies Ltd. | 3.89% |
Bharat Electronics Ltd. | 3.86% |
Jain Resource Recycling Ltd. | 3.80% |
Prestige Estates Projects Ltd. | 3.76% |
Name
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Start Date
-
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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 seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
Launch Date
24 Dec 2007
26 Dec 2014
