Compare SBI Long Term Advantage Fund Series III vs HSBC ELSS Tax Saver Fund
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
-
₹500
Expense Ratio
1.38
1.99
NAV
₹39.95
₹154.08
Fund Started
31 Dec 2015
05 Jan 2006
Fund Size
₹66.00 Cr
₹3985.49 Cr
Exit Load
-
-
1 Year
-2.99%
4.91%
3 Year
15.19%
17.40%
5 Year
15.19%
14.01%
Equity
60.16%
98.14%
Cash
39.84%
1.86%
Top 10 Holdings
Reliance Industries Ltd. | 8.10% |
HDFC Bank Ltd. | 5.92% |
Axis Bank Ltd. | 5.66% |
Aster DM Healthcare Ltd. | 5.46% |
Larsen & Toubro Ltd. | 5.19% |
State Bank of India | 5.10% |
ICICI Bank Ltd. | 4.95% |
Kotak Mahindra Bank Ltd. | 3.62% |
Bank Of Baroda | 3.41% |
Bajaj Finserv Ltd. | 3.17% |
ICICI Bank Ltd. | 3.64% |
Avalon Technologies Ltd. | 3.49% |
HDFC Bank Ltd. | 3.49% |
Reliance Industries Ltd. | 3.16% |
GE Vernova T&D India Ltd | 2.71% |
Shriram Finance Ltd | 2.49% |
Larsen & Toubro Ltd. | 2.38% |
Bharti Airtel Ltd. | 2.14% |
Infosys Ltd. | 2.09% |
State Bank of India | 2.07% |
Name
-
-
Start Date
-
-
Description
The scheme seeks to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit.
The scheme aims to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities.
Launch Date
31 Dec 2015
05 Jan 2006
