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
2.37
1.84
NAV
₹47.02
₹52.71
Fund Started
24 Dec 2007
26 Dec 2014
Fund Size
₹195.75 Cr
₹3968.68 Cr
Exit Load
-
-
1 Year
4.29%
15.01%
3 Year
18.34%
24.82%
5 Year
15.35%
19.25%
Equity
96.33%
99.29%
Cash
1.62%
0.71%
Top 10 Holdings
HDFC Bank Ltd. | 3.67% |
Reliance Industries Ltd. | 3.67% |
Larsen & Toubro Ltd. | 3.30% |
Bharti Airtel Ltd. | 3.00% |
ICICI Bank Ltd. | 2.99% |
Lupin Ltd. | 2.96% |
Karur Vysya Bank Ltd. | 2.94% |
Travel Food Services Ltd. | 2.68% |
Vedanta Ltd. | 2.53% |
Jindal Steel Ltd. | 2.35% |
Multi Commodity Exchange Of India Ltd. | 7.80% |
Piramal Finance Ltd. | 6.00% |
Jain Resource Recycling Ltd. | 5.76% |
Apar Industries Ltd. | 5.37% |
Waaree Energies Ltd. | 4.92% |
Amber Enterprises India Ltd. | 4.56% |
Onesource Specialty Pharma Ltd. | 4.53% |
Billionbrains Garage Ventures Ltd. | 4.43% |
Ather Energy Ltd. | 4.37% |
Muthoot Finance Ltd. | 4.35% |
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
