Compare Sundaram Long Term Micro Cap Tax Advantage Fund Series IV vs HDFC ELSS Tax Saver Fund
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV
HDFC ELSS Tax Saver Fund
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
-
₹500
Expense Ratio
1.21
1.74
NAV
₹31.77
₹1506.55
Fund Started
27 Sep 2016
18 Dec 1995
Fund Size
₹37.28 Cr
₹15685.17 Cr
Exit Load
-
-
1 Year
6.95%
-1.23%
3 Year
14.55%
14.42%
5 Year
16.10%
15.79%
Equity
96.71%
98.57%
Cash
3.29%
1.06%
Top 10 Holdings
Aster DM Healthcare Ltd. | 7.13% |
MTAR Technologies Ltd. | 6.83% |
Angel One Ltd. | 5.40% |
Safari Industries (India) Ltd. | 4.20% |
KSB Ltd. | 4.16% |
Ujjivan Small Finance Bank Ltd. | 4.10% |
Equitas Small Finance Bank Ltd. | 3.78% |
RateGain Travel Technologies Ltd. | 3.76% |
Affle 3I Ltd. | 3.44% |
CSB Bank Ltd. | 3.32% |
ICICI Bank Ltd. | 9.64% |
HDFC Bank Ltd. | 8.44% |
Axis Bank Ltd. | 7.60% |
Maruti Suzuki India Ltd. | 4.95% |
State Bank of India | 4.58% |
Bharti Airtel Ltd. | 4.47% |
Kotak Mahindra Bank Ltd. | 4.38% |
SBI Life Insurance Company Ltd. | 3.36% |
Reliance Industries Ltd. | 2.74% |
HCL Technologies Ltd. | 2.44% |
Name
-
-
Start Date
-
-
Description
The scheme seeks to generate capital appreciation over a period of ten years by predominantly investing in equity and equity-related instruments of companies that can be termed as micro-cap and from income tax benefit available.
The scheme seeks to generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments.
Launch Date
27 Sep 2016
18 Dec 1995
