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
1.21
1.9
NAV
₹30.96
₹62.38
Fund Started
27 Sep 2016
26 Dec 2014
Fund Size
₹36.16 Cr
₹4663.26 Cr
Exit Load
-
-
1 Year
4.90%
4.73%
3 Year
15.79%
22.30%
5 Year
18.55%
17.39%
Equity
95.90%
98.63%
Cash
4.10%
1.37%
Top 10 Holdings
Aster DM Healthcare Ltd. | 6.62% |
MTAR Technologies Ltd. | 6.01% |
Angel One Ltd. | 5.24% |
KSB Ltd. | 4.41% |
Ujjivan Small Finance Bank Ltd. | 4.10% |
CSB Bank Ltd. | 3.88% |
Safari Industries (India) Ltd. | 3.87% |
Affle 3I Ltd. | 3.58% |
Equitas Small Finance Bank Ltd. | 3.48% |
Greenpanel Industries Ltd. | 3.00% |
Multi Commodity Exchange Of India Ltd. | 7.63% |
Piramal Finance Ltd. | 5.57% |
Jain Resource Recycling Ltd. | 4.94% |
Apar Industries Ltd. | 4.84% |
Ather Energy Ltd. | 4.62% |
Onesource Specialty Pharma Ltd. | 4.56% |
Billionbrains Garage Ventures Ltd. | 4.38% |
Zen Technologies Ltd. | 4.37% |
Amber Enterprises India Ltd. | 4.24% |
Waaree Energies Ltd. | 4.20% |
Name
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-
Start Date
-
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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
