Compare SBI Long Term Advantage Fund Series III vs Motilal Oswal ELSS Tax Saver Fund
Risk | Very High | Very High |
Rating | - | 4.0 |
Min SIP Amount | - | ₹500 |
Expense Ratio | 1.39 | 1.82 |
NAV | ₹41.50 | ₹47.77 |
Fund Started | 31 Dec 2015 | 26 Dec 2014 |
Fund Size | ₹67.68 Cr | ₹4341.48 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
-
₹500
Expense Ratio
1.39
1.82
NAV
₹41.50
₹47.77
Fund Started
31 Dec 2015
26 Dec 2014
Fund Size
₹67.68 Cr
₹4341.48 Cr
Exit Load
-
-
1 Year | -3.58% | -6.14% |
3 Year | 14.91% | 21.12% |
5 Year | 17.47% | 17.74% |
1 Year
-3.58%
-6.14%
3 Year
14.91%
21.12%
5 Year
17.47%
17.74%
Equity | 95.29% | 96.97% |
Cash | 4.71% | 1.30% |
Equity
95.29%
96.97%
Cash
4.71%
1.30%
Top 10 Holdings |
|
|
Top 10 Holdings
Reliance Industries Ltd. | 8.90% |
HDFC Bank Ltd. | 6.44% |
Axis Bank Ltd. | 5.06% |
Aster DM Healthcare Ltd. | 5.01% |
Larsen & Toubro Ltd. | 4.83% |
ICICI Bank Ltd. | 4.70% |
Berger Paints India Ltd. | 4.36% |
State Bank of India | 4.06% |
Jindal Steel Ltd. | 3.89% |
Kotak Mahindra Bank Ltd. | 3.74% |
Multi Commodity Exchange Of India Ltd. | 6.65% |
Eternal Ltd. | 5.12% |
Piramal Finance Ltd. | 4.88% |
Muthoot Finance Ltd. | 4.80% |
PTC Industries Ltd. | 4.29% |
One97 Communications Ltd. | 4.04% |
Waaree Energies Ltd. | 3.99% |
Prestige Estates Projects Ltd. | 3.96% |
Amber Enterprises India Ltd. | 3.81% |
Apar Industries Ltd. | 3.75% |
Name | - | - |
Start Date | - | - |
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 seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. |
Launch Date | 31 Dec 2015 | 26 Dec 2014 |
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 seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
Launch Date
31 Dec 2015
26 Dec 2014