Compare Sundaram Long Term Tax Advantage Fund Series II vs Motilal Oswal ELSS Tax Saver Fund
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
-
₹500
Expense Ratio
1.37
1.82
NAV
₹35.65
₹47.25
Fund Started
03 Nov 2015
26 Dec 2014
Fund Size
₹13.10 Cr
₹4174.50 Cr
Exit Load
-
-
1 Year
10.87%
9.37%
3 Year
13.35%
20.40%
5 Year
12.60%
15.96%
Equity
97.00%
98.97%
Cash
3.00%
1.03%
Top 10 Holdings
State Bank of India | 9.65% |
ICICI Bank Ltd. | 9.04% |
HDFC Bank Ltd. | 8.95% |
Reliance Industries Ltd. | 7.44% |
Bharti Airtel Ltd. | 6.46% |
Infosys Ltd. | 6.25% |
Larsen & Toubro Ltd. | 5.32% |
Ultratech Cement Ltd. | 4.11% |
Axis Bank Ltd. | 3.79% |
Jindal Steel Ltd. | 3.09% |
Multi Commodity Exchange Of India Ltd. | 7.82% |
Piramal Finance Ltd. | 5.84% |
Eternal Ltd. | 5.23% |
Muthoot Finance Ltd. | 5.00% |
Billionbrains Garage Ventures Ltd. | 4.63% |
PTC Industries Ltd. | 4.43% |
Waaree Energies Ltd. | 3.89% |
Bharat Electronics Ltd. | 3.86% |
Jain Resource Recycling Ltd. | 3.80% |
Prestige Estates Projects Ltd. | 3.76% |
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 long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
Launch Date
03 Nov 2015
26 Dec 2014
