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Compare Shriram ELSS Tax Saver Fund vs Quant ELSS Tax Saver Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 2.0 | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 2.25 | 1.72 |
NAV | ₹21.78 | ₹351.85 |
Fund Started | 17 Dec 2018 | 08 Mar 2000 |
Fund Size | ₹54.03 Cr | ₹10979.71 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.25
1.72
NAV
₹21.78
₹351.85
Fund Started
17 Dec 2018
08 Mar 2000
Fund Size
₹54.03 Cr
₹10979.71 Cr
Exit Load
-
-
Returns
1 Year | 20.91% | 25.12% |
3 Year | 10.67% | 17.09% |
5 Year | 14.59% | 30.11% |
1 Year
20.91%
25.12%
3 Year
10.67%
17.09%
5 Year
14.59%
30.11%
Holding Analysis
Equity | 92.37% | 93.04% |
Cash | 7.63% | 6.96% |
Equity
92.37%
93.04%
Cash
7.63%
6.96%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Bajaj Auto Ltd. | 3.74% |
Trent Ltd. | 3.54% |
Sun Pharmaceutical Industries Ltd. | 3.39% |
Bharti Airtel Ltd. | 2.92% |
Torrent Pharmaceuticals Ltd. | 2.90% |
Bosch Ltd. | 2.73% |
Lupin Ltd. | 2.71% |
Colgate-Palmolive (India) Ltd. | 2.44% |
Motilal Oswal Financial Services Ltd. | 2.34% |
TVS Motor Company Ltd. | 2.22% |
Name | Assets |
|---|---|
Reliance Industries Ltd. | 9.51% |
Samvardhana Motherson International Ltd. | 8.26% |
JIO Financial Services Ltd. | 7.65% |
Adani Power Ltd. | 7.60% |
Grasim Industries Ltd. | 5.83% |
Life Insurance Corporation of India | 5.77% |
Larsen & Toubro Ltd. | 5.55% |
Aurobindo Pharma Ltd. | 5.37% |
Britannia Industries Ltd. | 4.31% |
ITC Ltd. | 3.96% |
Fund Manager
Name | Gargi Bhattacharyya Banerjee | Ankit A Pande |
Start Date | 21 Nov 2019 | 22 Aug 2023 |
Name
Gargi Bhattacharyya Banerjee
Ankit A Pande
Start Date
21 Nov 2019
22 Aug 2023
About Fund
Description | The Scheme seeks to generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities and enable investors to avail the income tax rebate, as permitted from time to time. | The scheme aims to generate capital appreciation by investing predominantly in equity shares with growth potential. The secondary objective is to give dividend and other income. |
Launch Date | 17 Dec 2018 | 08 Mar 2000 |
Description
The Scheme seeks to generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities and enable investors to avail the income tax rebate, as permitted from time to time.
The scheme aims to generate capital appreciation by investing predominantly in equity shares with growth potential. The secondary objective is to give dividend and other income.
Launch Date
17 Dec 2018
08 Mar 2000
