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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 | 2.48 | 1.6 |
NAV | ₹176.34 | ₹408.87 |
Fund Started | 01 Jan 1996 | 07 May 2007 |
Fund Size | ₹80.34 Cr | ₹27791.08 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹1000
₹500
Expense Ratio
2.48
1.6
NAV
₹176.34
₹408.87
Fund Started
01 Jan 1996
07 May 2007
Fund Size
₹80.34 Cr
₹27791.08 Cr
Exit Load
-
-
Returns
1 Year | 11.61% | 19.27% |
3 Year | 14.47% | 20.61% |
5 Year | 16.33% | 22.68% |
1 Year
11.61%
19.27%
3 Year
14.47%
20.61%
5 Year
16.33%
22.68%
Holding Analysis
Equity | 90.12% | 90.26% |
Cash | 9.88% | 9.60% |
Equity
90.12%
90.26%
Cash
9.88%
9.60%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 9.13% |
HCL Technologies Ltd. | 8.78% |
Bajaj Holdings & Investment Ltd. | 7.69% |
ICICI Bank Ltd. | 6.67% |
Infosys Ltd. | 5.00% |
Tech Mahindra Ltd. | 4.84% |
ITC Ltd. | 4.82% |
Axis Bank Ltd. | 3.80% |
Coal India Ltd. | 3.11% |
Samvardhana Motherson International Ltd. | 2.85% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 7.49% |
Reliance Industries Ltd. | 3.53% |
ICICI Bank Ltd. | 3.42% |
Bharti Airtel Ltd. | 3.18% |
Torrent Power Ltd. | 2.77% |
Mahindra & Mahindra Ltd. | 2.72% |
State Bank of India | 2.67% |
Tata Steel Ltd. | 2.58% |
ITC Ltd. | 2.51% |
Tech Mahindra Ltd. | 2.32% |
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
