Compare Sundaram Long Term Tax Advantage Fund Series II vs Motilal Oswal ELSS Tax Saver Fund
Sundaram Long Term Tax Advantage Fund Series II
EquityELSS
Motilal Oswal ELSS Tax Saver Fund
EquityELSS - Tax Saver
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
-
₹500
Expense Ratio
1.37
2.11
NAV
₹35.18
₹59.22
Fund Started
03 Nov 2015
26 Dec 2014
Fund Size
₹13.09 Cr
₹4889.61 Cr
Exit Load
-
-
1 Year
5.62%
-3.73%
3 Year
13.85%
16.77%
5 Year
12.79%
13.52%
Equity
94.34%
96.62%
Cash
5.66%
3.38%
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 |
|---|---|
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 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
