Compare SBI Long Term Advantage Fund Series IV vs HSBC ELSS Tax Saver Fund
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
-
₹500
Expense Ratio
1.17
1.92
NAV
₹47.98
₹148.23
Fund Started
30 Dec 2016
05 Jan 2006
Fund Size
₹194.41 Cr
₹3938.60 Cr
Exit Load
-
-
1 Year
1.00%
1.52%
3 Year
11.52%
16.42%
5 Year
14.18%
13.47%
Equity
95.92%
98.97%
Cash
4.08%
1.03%
Top 10 Holdings
ICICI Bank Ltd. | 6.82% |
Bajaj Finance Ltd. | 6.75% |
GKW Ltd. | 4.48% |
State Bank of India | 4.40% |
Eicher Motors Ltd. | 4.39% |
Jindal Steel Ltd. | 4.09% |
Delhivery Ltd. | 4.08% |
Reliance Industries Ltd. | 3.97% |
Infosys Ltd. | 3.85% |
Tech Mahindra Ltd. | 3.79% |
ICICI Bank Ltd. | 3.71% |
HDFC Bank Ltd. | 3.66% |
Reliance Industries Ltd. | 3.46% |
Larsen & Toubro Ltd. | 2.75% |
Shriram Finance Ltd | 2.49% |
Avalon Technologies Ltd. | 2.46% |
GE Vernova T&D India Ltd | 2.38% |
State Bank of India | 2.32% |
Bharti Airtel Ltd. | 2.24% |
Amber Enterprises India Ltd. | 2.22% |
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
30 Dec 2016
05 Jan 2006
