Compare SBI Tax Advantage Fund Series III vs Bank of India ELSS Tax Saver Fund
Fund Details
Risk | Very High | Very High |
Rating | 0.0 | 4.0 |
Min SIP Amount | - | ₹500 |
Expense Ratio | 1.39 | 1.96 |
NAV | ₹76.68 | ₹162.19 |
Fund Started | 28 Dec 2013 | 12 Dec 2008 |
Fund Size | ₹33.26 Cr | ₹1435.90 Cr |
Exit Load | - | - |
Returns
1 Year | 29.86% | 32.78% |
3 Year | 21.09% | 15.89% |
5 Year | 25.55% | 24.42% |
Holding Analysis
Equity | 58.86% | 92.37% |
Cash | 41.14% | 5.54% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Rama Iyer Srinivasan | Alok Singh |
Start Date | 08 Sep 2020 | 01 Dec 2021 |
About Fund
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 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. |
Launch Date | 28 Dec 2013 | 12 Dec 2008 |
