Compare Sundaram Long Term Tax Advantage Fund Series II vs Motilal Oswal ELSS Tax Saver Fund
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
-
₹500
Expense Ratio
1.37
3.48
NAV
₹35.18
₹53.30
Fund Started
03 Nov 2015
26 Dec 2014
Fund Size
₹13.09 Cr
₹3968.68 Cr
Exit Load
-
-
1 Year
5.62%
11.47%
3 Year
13.85%
25.20%
5 Year
12.79%
19.81%
Equity
94.34%
99.29%
Cash
5.66%
0.71%
Top 10 Holdings
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% |
Multi Commodity Exchange Of India Ltd. | 7.80% |
Piramal Finance Ltd. | 6.00% |
Jain Resource Recycling Ltd. | 5.76% |
Apar Industries Ltd. | 5.37% |
Waaree Energies Ltd. | 4.92% |
Amber Enterprises India Ltd. | 4.56% |
Onesource Specialty Pharma Ltd. | 4.53% |
Billionbrains Garage Ventures Ltd. | 4.43% |
Ather Energy Ltd. | 4.37% |
Muthoot Finance Ltd. | 4.35% |
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
