Compare Sundaram Long Term Micro Cap Tax Advantage Fund Series IV vs Motilal Oswal ELSS Tax Saver Fund
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
-
₹500
Expense Ratio
1.43
1.82
NAV
₹26.74
₹47.66
Fund Started
27 Sep 2016
26 Dec 2014
Fund Size
₹33.87 Cr
₹4188.13 Cr
Exit Load
-
-
1 Year
10.60%
11.29%
3 Year
16.35%
20.54%
5 Year
20.23%
16.29%
Equity
95.80%
98.97%
Cash
4.20%
1.03%
Top 10 Holdings
Safari Industries (India) Ltd. | 5.89% |
Aster DM Healthcare Ltd. | 5.53% |
Ujjivan Small Finance Bank Ltd. | 4.99% |
Angel One Ltd. | 4.73% |
CSB Bank Ltd. | 4.71% |
Affle 3I Ltd. | 4.13% |
Equitas Small Finance Bank Ltd. | 3.87% |
KSB Ltd. | 3.38% |
Greenpanel Industries Ltd. | 3.18% |
TVS Holdings Ltd. | 3.08% |
Multi Commodity Exchange Of India Ltd. | 7.82% |
Piramal Finance Ltd. | 5.84% |
Eternal Ltd. | 5.23% |
Muthoot Finance Ltd. | 5.00% |
Billionbrains Garage Ventures Ltd. | 4.63% |
PTC Industries Ltd. | 4.43% |
Waaree Energies Ltd. | 3.89% |
Bharat Electronics Ltd. | 3.86% |
Jain Resource Recycling Ltd. | 3.80% |
Prestige Estates Projects Ltd. | 3.76% |
Name
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-
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 long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
Launch Date
27 Sep 2016
26 Dec 2014
