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
2.11
NAV
₹32.50
₹63.53
Fund Started
27 Sep 2016
26 Dec 2014
Fund Size
₹37.28 Cr
₹4861.86 Cr
Exit Load
-
-
1 Year
7.73%
3.32%
3 Year
15.90%
20.88%
5 Year
17.23%
16.92%
Equity
96.71%
99.27%
Cash
3.29%
0.73%
Top 10 Holdings
Aster DM Healthcare Ltd. | 7.13% |
MTAR Technologies Ltd. | 6.83% |
Angel One Ltd. | 5.40% |
Safari Industries (India) Ltd. | 4.20% |
KSB Ltd. | 4.16% |
Ujjivan Small Finance Bank Ltd. | 4.10% |
Equitas Small Finance Bank Ltd. | 3.78% |
RateGain Travel Technologies Ltd. | 3.76% |
Affle 3I Ltd. | 3.44% |
CSB Bank Ltd. | 3.32% |
Multi Commodity Exchange Of India Ltd. | 5.65% |
Ather Energy Ltd. | 4.67% |
Zen Technologies Ltd. | 4.43% |
Apar Industries Ltd. | 4.21% |
Onesource Specialty Pharma Ltd. | 4.14% |
PTC Industries Ltd. | 4.06% |
Gujarat Fluorochemicals Ltd. | 4.02% |
Suzlon Energy Ltd. | 3.94% |
Shriram Finance Ltd | 3.70% |
Billionbrains Garage Ventures Ltd. | 3.64% |
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
