Compare SBI Tax Advantage Fund Series III vs Motilal Oswal ELSS Tax Saver Fund
Risk | Very High | Very High |
Rating | 0.0 | 4.0 |
Min SIP Amount | - | ₹500 |
Expense Ratio | 1.39 | 1.82 |
NAV | ₹76.68 | ₹48.08 |
Fund Started | 28 Dec 2013 | 26 Dec 2014 |
Fund Size | ₹33.26 Cr | ₹4341.48 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
0.0
4.0
Min SIP Amount
-
₹500
Expense Ratio
1.39
1.82
NAV
₹76.68
₹48.08
Fund Started
28 Dec 2013
26 Dec 2014
Fund Size
₹33.26 Cr
₹4341.48 Cr
Exit Load
-
-
1 Year | 29.86% | -6.14% |
3 Year | 21.09% | 21.12% |
5 Year | 25.55% | 17.74% |
1 Year
29.86%
-6.14%
3 Year
21.09%
21.12%
5 Year
25.55%
17.74%
Equity | 58.86% | 96.97% |
Cash | 41.14% | 1.30% |
Equity
58.86%
96.97%
Cash
41.14%
1.30%
Top 10 Holdings |
|
|
Top 10 Holdings
State Bank of India | 7.42% |
Bharti Airtel Ltd. | 6.76% |
ICICI Bank Ltd. | 6.64% |
Muthoot Finance Ltd. | 5.88% |
Reliance Industries Ltd. | 5.18% |
Infosys Ltd. | 5.03% |
Divi's Laboratories Ltd. | 4.93% |
HDFC Bank Ltd. | 4.22% |
Bajaj Finance Ltd. | 3.91% |
Axis Bank Ltd. | 3.56% |
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 | Rama Iyer Srinivasan | - |
Start Date | 08 Sep 2020 | - |
Name
Rama Iyer Srinivasan
-
Start Date
08 Sep 2020
-
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 | 28 Dec 2013 | 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
28 Dec 2013
26 Dec 2014