Compare Bank of India ELSS Tax Saver Fund vs SBI Long Term Equity Fund
Fund Details
Risk | Very High | Very High |
Rating | 4.0 | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 1.96 | 1.6 |
NAV | ₹162.19 | ₹418.35 |
Fund Started | 12 Dec 2008 | 07 May 2007 |
Fund Size | ₹1435.90 Cr | ₹27559.31 Cr |
Exit Load | - | - |
Returns
1 Year | 32.78% | 41.24% |
3 Year | 15.89% | 21.08% |
5 Year | 24.42% | 23.94% |
Holding Analysis
Equity | 92.37% | 90.90% |
Cash | 5.54% | 9.10% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Alok Singh | Dinesh Balachandran |
Start Date | 01 Dec 2021 | 04 May 2018 |
About Fund
Description | The scheme seeks to build a diversified portfolio of stocks of companies having sustainable business models, without any bias of market capitalisation and sector. The scheme will follow top-down approach of equity selection. | 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 | 12 Dec 2008 | 07 May 2007 |
