Compare Sundaram Long Term Micro Cap Tax Advantage Fund Series IV vs HSBC ELSS Tax Saver Fund
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV
EquityELSS - Tax Saver
HSBC ELSS Tax Saver Fund
EquityELSS - Tax Saver
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
-
₹500
Expense Ratio
1.23
1.99
NAV
₹29.36
₹147.24
Fund Started
27 Sep 2016
05 Jan 2006
Fund Size
₹35.70 Cr
₹3973.53 Cr
Exit Load
-
-
1 Year
-2.89%
-2.94%
3 Year
7.67%
13.51%
5 Year
12.75%
10.75%
Equity
97.91%
99.27%
Cash
2.00%
0.73%
Top 10 Holdings
Name | Assets |
|---|---|
MTAR Technologies Ltd. | 7.29% |
Aster DM Quality Care Ltd. | 6.62% |
Angel One Ltd. | 4.67% |
Ujjivan Small Finance Bank Ltd. | 4.47% |
Safari Industries (India) Ltd. | 3.93% |
KSB Ltd. | 3.88% |
Affle 3I Ltd. | 3.83% |
RateGain Travel Technologies Ltd. | 3.72% |
Equitas Small Finance Bank Ltd. | 3.61% |
CSB Bank Ltd. | 3.17% |
Name | Assets |
|---|---|
Avalon Technologies Ltd. | 4.51% |
ICICI Bank Ltd. | 3.84% |
HDFC Bank Ltd. | 3.34% |
Reliance Industries Ltd. | 2.84% |
Pearl Global Industries Ltd. | 2.79% |
Eternal Ltd. | 2.54% |
Shriram Finance Ltd | 2.26% |
GE Vernova T&D India Ltd | 2.22% |
Larsen & Toubro Ltd. | 2.21% |
Karur Vysya Bank Ltd. | 2.12% |
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 aims to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities.
Launch Date
27 Sep 2016
05 Jan 2006
