Compare JM ELSS Tax Saver Fund vs SBI ELSS Tax Saver Fund
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.37
1.58
NAV
₹44.86
₹419.62
Fund Started
24 Dec 2007
07 May 2007
Fund Size
₹217.28 Cr
₹32171.48 Cr
Exit Load
-
-
1 Year
4.63%
6.29%
3 Year
16.41%
21.26%
5 Year
13.34%
17.38%
Equity
97.48%
96.20%
Cash
0.93%
3.68%
Top 10 Holdings
HDFC Bank Ltd. | 4.01% |
Larsen & Toubro Ltd. | 3.63% |
Reliance Industries Ltd. | 3.43% |
ICICI Bank Ltd. | 3.08% |
Karur Vysya Bank Ltd. | 2.99% |
Bharti Airtel Ltd. | 2.85% |
Lupin Ltd. | 2.65% |
Travel Food Services Ltd. | 2.59% |
Polycab India Ltd. | 2.58% |
Vedanta Ltd. | 2.50% |
HDFC Bank Ltd. | 8.34% |
Reliance Industries Ltd. | 4.94% |
Axis Bank Ltd. | 4.29% |
Kotak Mahindra Bank Ltd. | 4.19% |
State Bank of India | 4.17% |
Tata Steel Ltd. | 3.76% |
ICICI Bank Ltd. | 3.64% |
Mahindra & Mahindra Ltd. | 2.71% |
Infosys Ltd. | 2.61% |
Cipla Ltd. | 2.53% |
Name
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-
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 capital appreciation through investments in equities, cumulative convertible preference shares and fully convertible debentures and bonds. The scheme was converted into an open-ended plan in November 1999.
Launch Date
24 Dec 2007
07 May 2007
