Compare Sundaram ELSS Tax Saver Fund vs SBI ELSS Tax Saver Fund
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.2
1.58
NAV
₹495.39
₹429.33
Fund Started
01 Jan 1996
07 May 2007
Fund Size
₹1348.11 Cr
₹31861.52 Cr
Exit Load
-
-
1 Year
9.37%
8.08%
3 Year
14.04%
21.87%
5 Year
13.04%
18.27%
Equity
95.38%
96.20%
Cash
4.62%
3.68%
Top 10 Holdings
HDFC Bank Ltd. | 7.80% |
ICICI Bank Ltd. | 5.94% |
Axis Bank Ltd. | 4.44% |
Reliance Industries Ltd. | 4.32% |
Bharti Airtel Ltd. | 4.26% |
State Bank of India | 4.25% |
Infosys Ltd. | 4.25% |
Larsen & Toubro Ltd. | 3.35% |
Kotak Mahindra Bank Ltd. | 2.88% |
Ultratech Cement Ltd. | 2.54% |
HDFC Bank Ltd. | 8.34% |
Reliance Industries Ltd. | 4.94% |
Axis Bank Ltd. | 4.29% |
Kotak Mahindra Bank Ltd. | 4.19% |
State Bank of India | 4.17% |
Tata Steel Ltd. | 3.76% |
ICICI Bank Ltd. | 3.64% |
Mahindra & Mahindra Ltd. | 2.71% |
Infosys Ltd. | 2.61% |
Cipla Ltd. | 2.53% |
Name
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-
Start Date
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Description
The fund seeks to build a high quality growth oriented portfolio to provide long term capital appreciation through investment primarily in equities.
The scheme seeks capital appreciation through investments in equities, cumulative convertible preference shares and fully convertible debentures and bonds. The scheme was converted into an open-ended plan in November 1999.
Launch Date
01 Jan 1996
07 May 2007
