Compare JM ELSS - Tax Saver Fund vs Motilal Oswal ELSS Tax Saver Fund
JM ELSS - Tax Saver Fund
EquityELSS - Tax Saver
Motilal Oswal ELSS Tax Saver Fund
EquityELSS - Tax Saver
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.68
2.09
NAV
₹49.49
₹53.26
Fund Started
24 Dec 2007
26 Dec 2014
Fund Size
₹239.90 Cr
₹4889.61 Cr
Exit Load
-
-
1 Year
-1.24%
0.66%
3 Year
13.03%
17.79%
5 Year
10.78%
14.31%
Equity
98.89%
96.62%
Cash
1.11%
3.38%
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 |
|---|---|
Multi Commodity Exchange Of India Ltd. | 5.74% |
PTC Industries Ltd. | 5.23% |
One 97 Communications Ltd. | 4.80% |
Sterlite Technologies Ltd. | 4.54% |
MTAR Technologies Ltd. | 4.32% |
Gujarat Fluorochemicals Ltd. | 4.22% |
Shaily Engineering Plastics Ltd. | 4.18% |
Apar Industries Ltd. | 3.91% |
Zen Technologies Ltd. | 3.91% |
SJS Enterprises Ltd. | 3.88% |
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 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
