Compare SBI Long Term Advantage Fund Series IV vs WhiteOak Capital ELSS Tax Saver Fund
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
-
₹500
Expense Ratio
1.17
2.75
NAV
₹47.25
₹17.02
Fund Started
30 Dec 2016
16 Aug 2022
Fund Size
₹180.82 Cr
₹402.93 Cr
Exit Load
-
-
1 Year
7.53%
3.66%
3 Year
14.81%
19.98%
5 Year
18.18%
-
Equity
93.03%
97.09%
Cash
6.97%
1.76%
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% |
ICICI Bank Ltd. | 8.30% |
HDFC Bank Ltd. | 5.74% |
Bharti Airtel Ltd. | 4.20% |
Reliance Industries Ltd. | 3.03% |
Bharat Electronics Ltd. | 2.77% |
Mahindra & Mahindra Ltd. | 2.68% |
Kotak Mahindra Bank Ltd. | 2.59% |
Eternal Ltd. | 2.41% |
Nestle India Ltd. | 2.25% |
State Bank of India | 2.21% |
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 capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments.
Launch Date
30 Dec 2016
16 Aug 2022
