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Compare Motilal Oswal ELSS Tax Saver Fund vs SBI Long Term Equity Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 5.0 | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 1.85 | 1.6 |
NAV | ₹46.24 | ₹414.33 |
Fund Started | 26 Dec 2014 | 07 May 2007 |
Fund Size | ₹3816.77 Cr | ₹27730.33 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
5.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.85
1.6
NAV
₹46.24
₹414.33
Fund Started
26 Dec 2014
07 May 2007
Fund Size
₹3816.77 Cr
₹27730.33 Cr
Exit Load
-
-
Returns
1 Year | 4.80% | 7.04% |
3 Year | 22.61% | 24.19% |
5 Year | 26.78% | 29.50% |
1 Year
4.80%
7.04%
3 Year
22.61%
24.19%
5 Year
26.78%
29.50%
Holding Analysis
Equity | 98.36% | 90.99% |
Cash | 1.07% | 8.87% |
Equity
98.36%
90.99%
Cash
1.07%
8.87%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Trent Ltd. | 5.93% |
Eternal Ltd. | 5.24% |
Amber Enterprises India Ltd. | 4.44% |
Gujarat Fluorochemicals Ltd. | 4.31% |
Kaynes Technology India Ltd. | 3.70% |
PTC Industries Ltd. | 3.64% |
Coforge Ltd. | 3.58% |
Suzlon Energy Ltd. | 3.57% |
Inox Wind Ltd. | 3.39% |
Bharat Dynamics Ltd. | 3.33% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 9.42% |
Reliance Industries Ltd. | 5.18% |
ICICI Bank Ltd. | 3.61% |
Bharti Airtel Ltd. | 3.48% |
Tata Steel Ltd. | 3.21% |
Torrent Power Ltd. | 3.01% |
State Bank of India | 2.60% |
Axis Bank Ltd. | 2.57% |
Mahindra & Mahindra Ltd. | 2.42% |
Kotak Mahindra Bank Ltd. | 2.31% |
Fund Manager
Name | Ajay Khandelwal | Dinesh Balachandran |
Start Date | 16 Dec 2021 | 01 Dec 2024 |
Name
Ajay Khandelwal
Dinesh Balachandran
Start Date
16 Dec 2021
01 Dec 2024
About Fund
Description | The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. | 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 | 26 Dec 2014 | 07 May 2007 |
Description
The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
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
26 Dec 2014
07 May 2007