Compare Sundaram Long Term Tax Advantage Fund Series II vs Motilal Oswal ELSS Tax Saver Fund
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
-
₹500
Expense Ratio
1.37
1.82
NAV
₹37.15
₹47.77
Fund Started
03 Nov 2015
26 Dec 2014
Fund Size
₹13.65 Cr
₹4341.48 Cr
Exit Load
-
-
1 Year
12.09%
-3.03%
3 Year
13.94%
20.83%
5 Year
14.83%
17.71%
Equity
96.60%
96.97%
Cash
3.40%
1.30%
Top 10 Holdings
HDFC Bank Ltd. | 9.16% |
ICICI Bank Ltd. | 8.59% |
State Bank of India | 8.44% |
Reliance Industries Ltd. | 8.03% |
Bharti Airtel Ltd. | 6.62% |
Infosys Ltd. | 5.91% |
Larsen & Toubro Ltd. | 5.30% |
Ultratech Cement Ltd. | 3.66% |
Axis Bank Ltd. | 3.37% |
Hindustan Petroleum Corporation Ltd. | 3.34% |
Multi Commodity Exchange Of India Ltd. | 6.65% |
Eternal Ltd. | 5.12% |
Piramal Finance Ltd. | 4.88% |
Muthoot Finance Ltd. | 4.80% |
PTC Industries Ltd. | 4.29% |
One97 Communications Ltd. | 4.04% |
Waaree Energies Ltd. | 3.99% |
Prestige Estates Projects Ltd. | 3.96% |
Amber Enterprises India Ltd. | 3.81% |
Apar Industries Ltd. | 3.75% |
Name
-
-
Start Date
-
-
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 generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
Launch Date
03 Nov 2015
26 Dec 2014