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
1.36
1.9
NAV
₹48.69
₹62.38
Fund Started
30 Dec 2016
26 Dec 2014
Fund Size
₹191.20 Cr
₹4663.26 Cr
Exit Load
-
-
1 Year
0.72%
4.73%
3 Year
11.77%
22.30%
5 Year
14.11%
17.39%
Equity
96.25%
98.63%
Cash
3.75%
1.37%
Top 10 Holdings
ICICI Bank Ltd. | 6.90% |
Bajaj Finance Ltd. | 6.65% |
GKW Ltd. | 4.69% |
Eicher Motors Ltd. | 4.50% |
Jindal Steel Ltd. | 4.10% |
State Bank of India | 4.04% |
Delhivery Ltd. | 4.02% |
Tech Mahindra Ltd. | 3.88% |
Infosys Ltd. | 3.85% |
Reliance Industries Ltd. | 3.73% |
Multi Commodity Exchange Of India Ltd. | 7.63% |
Piramal Finance Ltd. | 5.57% |
Jain Resource Recycling Ltd. | 4.94% |
Apar Industries Ltd. | 4.84% |
Ather Energy Ltd. | 4.62% |
Onesource Specialty Pharma Ltd. | 4.56% |
Billionbrains Garage Ventures Ltd. | 4.38% |
Zen Technologies Ltd. | 4.37% |
Amber Enterprises India Ltd. | 4.24% |
Waaree Energies Ltd. | 4.20% |
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
