Compare SBI Long Term Advantage Fund Series IV vs Motilal Oswal ELSS Tax Saver Fund
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
-
₹500
Expense Ratio
2.87
1.9
NAV
₹46.95
₹53.29
Fund Started
30 Dec 2016
26 Dec 2014
Fund Size
₹180.82 Cr
₹3968.68 Cr
Exit Load
-
-
1 Year
6.40%
12.71%
3 Year
14.55%
25.22%
5 Year
17.88%
19.77%
Equity
93.03%
99.29%
Cash
6.97%
0.71%
Top 10 Holdings
Bajaj Finance Ltd. | 6.21% |
HDFC Bank Ltd. | 5.66% |
ICICI Bank Ltd. | 5.00% |
Vedanta Ltd. | 4.53% |
Infosys Ltd. | 4.39% |
Eicher Motors Ltd. | 4.37% |
State Bank of India | 4.33% |
GKW Ltd. | 4.11% |
Reliance Industries Ltd. | 4.01% |
Jindal Steel Ltd. | 4.00% |
Multi Commodity Exchange Of India Ltd. | 7.80% |
Piramal Finance Ltd. | 6.00% |
Jain Resource Recycling Ltd. | 5.76% |
Apar Industries Ltd. | 5.37% |
Waaree Energies Ltd. | 4.92% |
Amber Enterprises India Ltd. | 4.56% |
Onesource Specialty Pharma Ltd. | 4.53% |
Billionbrains Garage Ventures Ltd. | 4.43% |
Ather Energy Ltd. | 4.37% |
Muthoot Finance Ltd. | 4.35% |
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
