Compare SBI Long Term Advantage Fund Series III vs WhiteOak Capital ELSS Tax Saver Fund
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
-
₹500
Expense Ratio
1.38
2.5
NAV
₹39.95
₹18.05
Fund Started
31 Dec 2015
16 Aug 2022
Fund Size
₹66.00 Cr
₹455.66 Cr
Exit Load
-
-
1 Year
-2.99%
-1.37%
3 Year
15.19%
16.49%
5 Year
15.19%
-
Equity
60.16%
98.55%
Cash
39.84%
-0.07%
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. | 8.08% |
HDFC Bank Ltd. | 6.12% |
Bharti Airtel Ltd. | 4.19% |
Nestle India Ltd. | 3.43% |
Reliance Industries Ltd. | 2.64% |
Mahindra & Mahindra Ltd. | 2.63% |
Bharat Electronics Ltd. | 2.51% |
Kotak Mahindra Bank Ltd. | 2.49% |
Eternal Ltd. | 2.33% |
Maruti Suzuki India Ltd. | 1.73% |
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 capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments.
Launch Date
31 Dec 2015
16 Aug 2022
