Compare Shriram ELSS Tax Saver Fund vs Motilal Oswal ELSS Tax Saver Fund
Shriram ELSS Tax Saver Fund
EquityELSS - Tax Saver
Motilal Oswal ELSS Tax Saver Fund
EquityELSS - Tax Saver
Risk
Very High
Very High
Rating
1.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.57
2.07
NAV
₹23.57
₹63.92
Fund Started
17 Dec 2018
26 Dec 2014
Fund Size
₹44.46 Cr
₹4889.61 Cr
Exit Load
-
-
1 Year
-4.03%
5.48%
3 Year
6.47%
19.12%
5 Year
5.10%
14.87%
Equity
95.03%
96.62%
Cash
4.97%
3.38%
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 7.47% |
ICICI Bank Ltd. | 5.02% |
Axis Bank Ltd. | 4.06% |
State Bank of India | 4.02% |
Reliance Industries Ltd. | 3.90% |
Bharti Airtel Ltd. | 3.79% |
Mahindra & Mahindra Ltd. | 2.03% |
KFin Technologies Ltd. | 2.00% |
SAMHI Hotels Ltd. | 1.96% |
Kirloskar Oil Engines Ltd. | 1.92% |
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 income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities and enable investors to avail the income tax rebate, as permitted from time to time.
The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
Launch Date
17 Dec 2018
26 Dec 2014
