Compare Sundaram Long Term Tax Advantage Fund Series II vs HSBC ELSS Tax Saver Fund
Sundaram Long Term Tax Advantage Fund Series II
EquityELSS
HSBC ELSS Tax Saver Fund
EquityELSS - Tax Saver
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
-
₹500
Expense Ratio
1.37
2
NAV
₹35.18
₹143.05
Fund Started
03 Nov 2015
05 Jan 2006
Fund Size
₹13.09 Cr
₹3973.53 Cr
Exit Load
-
-
1 Year
5.62%
-5.63%
3 Year
13.85%
13.26%
5 Year
12.79%
10.33%
Equity
94.34%
99.27%
Cash
5.66%
0.73%
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 9.20% |
HDFC Bank Ltd. | 8.55% |
State Bank of India | 8.32% |
Reliance Industries Ltd. | 7.43% |
Bharti Airtel Ltd. | 6.17% |
Larsen & Toubro Ltd. | 5.79% |
Infosys Ltd. | 4.96% |
Ultratech Cement Ltd. | 4.11% |
Axis Bank Ltd. | 3.83% |
Jindal Steel Ltd. | 3.40% |
Name | Assets |
|---|---|
Avalon Technologies Ltd. | 4.51% |
ICICI Bank Ltd. | 3.84% |
HDFC Bank Ltd. | 3.34% |
Reliance Industries Ltd. | 2.84% |
Pearl Global Industries Ltd. | 2.79% |
Eternal Ltd. | 2.54% |
Shriram Finance Ltd | 2.26% |
GE Vernova T&D India Ltd | 2.22% |
Larsen & Toubro Ltd. | 2.21% |
Karur Vysya Bank Ltd. | 2.12% |
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 aims to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities.
Launch Date
03 Nov 2015
05 Jan 2006
