Compare SBI Long Term Advantage Fund Series IV vs Motilal Oswal ELSS Tax Saver Fund
SBI Long Term Advantage Fund Series IV
EquityELSS - Tax Saver
Motilal Oswal ELSS Tax Saver Fund
EquityELSS - Tax Saver
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
-
₹500
Expense Ratio
1.43
2.1
NAV
₹45.62
₹60.78
Fund Started
30 Dec 2016
26 Dec 2014
Fund Size
₹181.27 Cr
₹4889.61 Cr
Exit Load
-
-
1 Year
-10.06%
-1.18%
3 Year
4.83%
17.05%
5 Year
6.94%
14.12%
Equity
93.96%
96.62%
Cash
6.04%
3.38%
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 |
|---|---|
Multi Commodity Exchange Of India Ltd. | 5.74% |
PTC Industries Ltd. | 5.23% |
One 97 Communications Ltd. | 4.80% |
Sterlite Technologies Ltd. | 4.54% |
MTAR Technologies Ltd. | 4.32% |
Gujarat Fluorochemicals Ltd. | 4.22% |
Shaily Engineering Plastics Ltd. | 4.18% |
Apar Industries Ltd. | 3.91% |
Zen Technologies Ltd. | 3.91% |
SJS Enterprises Ltd. | 3.88% |
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
