Compare Sundaram Long Term Micro Cap Tax Advantage Fund Series IV vs Motilal Oswal ELSS Tax Saver Fund
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
-
₹500
Expense Ratio
1.18
3.48
NAV
₹29.36
₹53.30
Fund Started
27 Sep 2016
26 Dec 2014
Fund Size
₹30.40 Cr
₹3968.68 Cr
Exit Load
-
-
1 Year
11.81%
11.47%
3 Year
19.00%
25.20%
5 Year
22.86%
19.81%
Equity
93.81%
99.29%
Cash
6.19%
0.71%
Top 10 Holdings
Aster DM Healthcare Ltd. | 7.47% |
Angel One Ltd. | 4.72% |
Safari Industries (India) Ltd. | 4.62% |
Affle 3I Ltd. | 4.31% |
Ujjivan Small Finance Bank Ltd. | 4.30% |
KSB Ltd. | 4.24% |
CSB Bank Ltd. | 4.08% |
MTAR Technologies Ltd. | 3.81% |
Equitas Small Finance Bank Ltd. | 3.18% |
TVS Holdings Ltd. | 3.18% |
Multi Commodity Exchange Of India Ltd. | 7.80% |
Piramal Finance Ltd. | 6.00% |
Jain Resource Recycling Ltd. | 5.76% |
Apar Industries Ltd. | 5.37% |
Waaree Energies Ltd. | 4.92% |
Amber Enterprises India Ltd. | 4.56% |
Onesource Specialty Pharma Ltd. | 4.53% |
Billionbrains Garage Ventures Ltd. | 4.43% |
Ather Energy Ltd. | 4.37% |
Muthoot Finance Ltd. | 4.35% |
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
