Compare SBI Long Term Advantage Fund Series IV vs HSBC ELSS Tax Saver Fund
SBI Long Term Advantage Fund Series IV
EquityELSS - Tax Saver
HSBC ELSS Tax Saver Fund
EquityELSS - Tax Saver
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
-
₹500
Expense Ratio
1.43
1.99
NAV
₹46.37
₹149.35
Fund Started
30 Dec 2016
05 Jan 2006
Fund Size
₹181.27 Cr
₹3973.53 Cr
Exit Load
-
-
1 Year
-8.05%
-1.13%
3 Year
5.45%
13.90%
5 Year
6.99%
10.43%
Equity
93.96%
99.27%
Cash
6.04%
0.73%
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 7.66% |
Bajaj Finance Ltd. | 7.41% |
Eicher Motors Ltd. | 4.73% |
Navin Fluorine International Ltd. | 4.09% |
Tata Motors Ltd. | 3.95% |
HDFC Bank Ltd. | 3.91% |
Delhivery Ltd. | 3.84% |
Kotak Mahindra Bank Ltd. | 3.68% |
Sun Pharmaceutical Industries Ltd. | 3.51% |
Kusumgar Ltd. | 3.32% |
Name | Assets |
|---|---|
Avalon Technologies Ltd. | 4.51% |
ICICI Bank Ltd. | 3.84% |
HDFC Bank Ltd. | 3.34% |
Reliance Industries Ltd. | 2.84% |
Pearl Global Industries Ltd. | 2.79% |
Eternal Ltd. | 2.54% |
Shriram Finance Ltd | 2.26% |
GE Vernova T&D India Ltd | 2.22% |
Larsen & Toubro Ltd. | 2.21% |
Karur Vysya Bank Ltd. | 2.12% |
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
