Compare Sundaram Long Term Micro Cap Tax Advantage Fund Series IV vs Motilal Oswal ELSS Tax Saver Fund
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV
EquityELSS - Tax Saver
Motilal Oswal ELSS Tax Saver Fund
EquityELSS - Tax Saver
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
-
₹500
Expense Ratio
1.23
2.1
NAV
₹29.16
₹60.78
Fund Started
27 Sep 2016
26 Dec 2014
Fund Size
₹35.70 Cr
₹4889.61 Cr
Exit Load
-
-
1 Year
-3.53%
-1.18%
3 Year
7.41%
17.05%
5 Year
12.72%
14.12%
Equity
97.91%
96.62%
Cash
2.00%
3.38%
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 |
|---|---|
Multi Commodity Exchange Of India Ltd. | 5.74% |
PTC Industries Ltd. | 5.23% |
One 97 Communications Ltd. | 4.80% |
Sterlite Technologies Ltd. | 4.54% |
MTAR Technologies Ltd. | 4.32% |
Gujarat Fluorochemicals Ltd. | 4.22% |
Shaily Engineering Plastics Ltd. | 4.18% |
Apar Industries Ltd. | 3.91% |
Zen Technologies Ltd. | 3.91% |
SJS Enterprises Ltd. | 3.88% |
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 long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
Launch Date
27 Sep 2016
26 Dec 2014
