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
1.41
1.99
NAV
₹50.18
₹153.72
Fund Started
30 Dec 2016
05 Jan 2006
Fund Size
₹194.74 Cr
₹4080.58 Cr
Exit Load
-
-
1 Year
2.99%
3.07%
3 Year
9.78%
15.84%
5 Year
12.09%
13.70%
Equity
95.73%
97.72%
Cash
4.27%
2.28%
Top 10 Holdings
ICICI Bank Ltd. | 7.41% |
Bajaj Finance Ltd. | 7.22% |
GKW Ltd. | 4.75% |
Eicher Motors Ltd. | 4.36% |
State Bank of India | 4.22% |
Delhivery Ltd. | 4.12% |
Tata Motors Ltd. | 3.69% |
Tech Mahindra Ltd. | 3.61% |
Tenneco Clean Air India Ltd | 3.56% |
Navin Fluorine International Ltd. | 3.55% |
ICICI Bank Ltd. | 3.89% |
Avalon Technologies Ltd. | 3.75% |
HDFC Bank Ltd. | 3.66% |
Reliance Industries Ltd. | 3.02% |
Shriram Finance Ltd | 2.67% |
GE Vernova T&D India Ltd | 2.54% |
Thangamayil Jewellery Ltd. | 2.42% |
Larsen & Toubro Ltd. | 2.37% |
State Bank of India | 2.15% |
Pearl Global Industries Ltd. | 2.14% |
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
