Compare SBI Long Term Advantage Fund Series IV vs Motilal Oswal ELSS Tax Saver Fund
Risk | Very High | Very High |
Rating | - | 4.0 |
Min SIP Amount | - | ₹500 |
Expense Ratio | 1.39 | 1.82 |
NAV | ₹48.57 | ₹49.32 |
Fund Started | 30 Dec 2016 | 26 Dec 2014 |
Fund Size | ₹212.43 Cr | ₹4341.48 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
-
₹500
Expense Ratio
1.39
1.82
NAV
₹48.57
₹49.32
Fund Started
30 Dec 2016
26 Dec 2014
Fund Size
₹212.43 Cr
₹4341.48 Cr
Exit Load
-
-
1 Year | 7.78% | -3.09% |
3 Year | 16.13% | 21.87% |
5 Year | 20.50% | 18.46% |
1 Year
7.78%
-3.09%
3 Year
16.13%
21.87%
5 Year
20.50%
18.46%
Equity | 98.26% | 96.97% |
Cash | 1.74% | 1.30% |
Equity
98.26%
96.97%
Cash
1.74%
1.30%
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% |
Multi Commodity Exchange Of India Ltd. | 6.65% |
Eternal Ltd. | 5.12% |
Piramal Finance Ltd. | 4.88% |
Muthoot Finance Ltd. | 4.80% |
PTC Industries Ltd. | 4.29% |
One97 Communications Ltd. | 4.04% |
Waaree Energies Ltd. | 3.99% |
Prestige Estates Projects Ltd. | 3.96% |
Amber Enterprises India Ltd. | 3.81% |
Apar Industries Ltd. | 3.75% |
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 long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. |
Launch Date | 30 Dec 2016 | 26 Dec 2014 |
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 long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
Launch Date
30 Dec 2016
26 Dec 2014