Compare JM ELSS Tax Saver Fund vs Motilal Oswal ELSS Tax Saver Fund
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.43
1.9
NAV
₹55.75
₹62.38
Fund Started
24 Dec 2007
26 Dec 2014
Fund Size
₹222.93 Cr
₹4663.26 Cr
Exit Load
-
-
1 Year
1.66%
4.73%
3 Year
15.42%
22.30%
5 Year
13.88%
17.39%
Equity
97.64%
98.63%
Cash
0.98%
1.37%
Top 10 Holdings
Reliance Industries Ltd. | 3.48% |
HDFC Bank Ltd. | 3.45% |
Bharti Airtel Ltd. | 2.83% |
ICICI Bank Ltd. | 2.79% |
Larsen & Toubro Ltd. | 2.73% |
Karur Vysya Bank Ltd. | 2.66% |
Lupin Ltd. | 2.62% |
Syrma SGS Technology Ltd. | 2.60% |
Adani Power Ltd. | 2.52% |
Travel Food Services Ltd. | 2.39% |
Multi Commodity Exchange Of India Ltd. | 7.63% |
Piramal Finance Ltd. | 5.57% |
Jain Resource Recycling Ltd. | 4.94% |
Apar Industries Ltd. | 4.84% |
Ather Energy Ltd. | 4.62% |
Onesource Specialty Pharma Ltd. | 4.56% |
Billionbrains Garage Ventures Ltd. | 4.38% |
Zen Technologies Ltd. | 4.37% |
Amber Enterprises India Ltd. | 4.24% |
Waaree Energies Ltd. | 4.20% |
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
