Compare SBI Long Term Advantage Fund Series IV vs HDFC ELSS Tax Saver Fund
Risk | Very High | Very High |
Rating | - | 5.0 |
Min SIP Amount | - | ₹500 |
Expense Ratio | 1.39 | 1.7 |
NAV | ₹48.57 | ₹1441.72 |
Fund Started | 30 Dec 2016 | 18 Dec 1995 |
Fund Size | ₹212.43 Cr | ₹17163.37 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
-
₹500
Expense Ratio
1.39
1.7
NAV
₹48.57
₹1441.72
Fund Started
30 Dec 2016
18 Dec 1995
Fund Size
₹212.43 Cr
₹17163.37 Cr
Exit Load
-
-
1 Year | 7.78% | 11.90% |
3 Year | 16.13% | 20.55% |
5 Year | 20.50% | 20.31% |
1 Year
7.78%
11.90%
3 Year
16.13%
20.55%
5 Year
20.50%
20.31%
Equity | 98.26% | 97.99% |
Cash | 1.74% | 1.71% |
Equity
98.26%
97.99%
Cash
1.74%
1.71%
Top 10 Holdings |
|
|
Top 10 Holdings
HDFC Bank Ltd. | 6.53% |
Bajaj Finance Ltd. | 6.50% |
Tenneco Clean Air India Ltd | 6.02% |
Muthoot Finance Ltd. | 4.84% |
Infosys Ltd. | 4.82% |
ICICI Bank Ltd. | 4.74% |
Maruti Suzuki India Ltd. | 4.72% |
GKW Ltd. | 4.25% |
Eicher Motors Ltd. | 4.13% |
Reliance Industries Ltd. | 3.99% |
HDFC Bank Ltd. | 9.59% |
Axis Bank Ltd. | 8.88% |
ICICI Bank Ltd. | 8.61% |
Maruti Suzuki India Ltd. | 5.35% |
SBI Life Insurance Company Ltd. | 5.34% |
Kotak Mahindra Bank Ltd. | 4.49% |
Bharti Airtel Ltd. | 4.17% |
State Bank of India | 4.01% |
HCL Technologies Ltd. | 3.17% |
Hyundai Motor India Ltd. | 2.68% |
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 capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments. |
Launch Date | 30 Dec 2016 | 18 Dec 1995 |
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
30 Dec 2016
18 Dec 1995