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Compare Taurus 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 | 4.0 | 5.0 |
Min SIP Amount | ₹1000 | ₹500 |
Expense Ratio | 2.43 | 1.6 |
NAV | ₹172.78 | ₹398.92 |
Fund Started | 01 Jan 1996 | 07 May 2007 |
Fund Size | ₹76.73 Cr | ₹27305.51 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹1000
₹500
Expense Ratio
2.43
1.6
NAV
₹172.78
₹398.92
Fund Started
01 Jan 1996
07 May 2007
Fund Size
₹76.73 Cr
₹27305.51 Cr
Exit Load
-
-
Returns
1 Year | 6.47% | 10.55% |
3 Year | 17.00% | 23.19% |
5 Year | 15.63% | 22.22% |
1 Year
6.47%
10.55%
3 Year
17.00%
23.19%
5 Year
15.63%
22.22%
Holding Analysis
Equity | 90.89% | 90.22% |
Cash | 9.11% | 9.64% |
Equity
90.89%
90.22%
Cash
9.11%
9.64%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 9.16% |
HCL Technologies Ltd. | 8.26% |
Bajaj Holdings & Investment Ltd. | 7.83% |
ICICI Bank Ltd. | 6.82% |
Infosys Ltd. | 5.23% |
Tech Mahindra Ltd. | 4.97% |
ITC Ltd. | 4.67% |
Narayana Hrudayalaya Ltd. | 4.21% |
Axis Bank Ltd. | 3.68% |
Coal India Ltd. | 3.35% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 7.40% |
Reliance Industries Ltd. | 3.74% |
ICICI Bank Ltd. | 3.40% |
Bharti Airtel Ltd. | 3.31% |
Torrent Power Ltd. | 3.01% |
Mahindra & Mahindra Ltd. | 2.75% |
State Bank of India | 2.64% |
Tata Steel Ltd. | 2.56% |
ITC Ltd. | 2.36% |
Axis Bank Ltd. | 2.34% |
Fund Manager
Name | Ramneek Kundra | Dinesh Balachandran |
Start Date | 01 Nov 2022 | 01 Dec 2024 |
Name
Ramneek Kundra
Dinesh Balachandran
Start Date
01 Nov 2022
01 Dec 2024
About Fund
Description | The scheme seeks long term capital appreciation. The scheme would take around 80-85 per cent exposure to equity, while exposure to bonds and money market instruments would be up to 20 per cent of the corpus. The scheme was made open-ended in February 2001. | 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 | 01 Jan 1996 | 07 May 2007 |
Description
The scheme seeks long term capital appreciation. The scheme would take around 80-85 per cent exposure to equity, while exposure to bonds and money market instruments would be up to 20 per cent of the corpus. The scheme was made open-ended in February 2001.
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
01 Jan 1996
07 May 2007
