Compare Sundaram Long Term Micro Cap Tax Advantage Fund Series IV vs Quant ELSS Tax Saver Fund
Risk
Very High
Very High
Rating
-
3.0
Min SIP Amount
-
₹500
Expense Ratio
1.42
1.72
NAV
₹28.64
₹372.66
Fund Started
27 Sep 2016
08 Mar 2000
Fund Size
₹30.40 Cr
₹10978.49 Cr
Exit Load
-
-
1 Year
14.35%
11.61%
3 Year
18.07%
17.46%
5 Year
22.60%
18.02%
Equity
93.81%
95.56%
Cash
6.19%
4.44%
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% |
Reliance Industries Ltd. | 9.57% |
Adani Power Ltd. | 8.56% |
Aurobindo Pharma Ltd. | 7.97% |
Larsen & Toubro Ltd. | 7.51% |
Samvardhana Motherson International Ltd. | 7.20% |
Tata Power Company Ltd. | 5.08% |
Britannia Industries Ltd. | 4.90% |
JIO Financial Services Ltd. | 4.72% |
Life Insurance Corporation of India | 4.54% |
HDFC Life Insurance Co Ltd. | 4.34% |
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 aims to generate capital appreciation by investing predominantly in equity shares with growth potential. The secondary objective is to give dividend and other income.
Launch Date
27 Sep 2016
08 Mar 2000
