Compare Sundaram Long Term Micro Cap Tax Advantage Fund Series IV vs SBI ELSS Tax Saver Fund
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
-
₹500
Expense Ratio
1.51
1.76
NAV
₹30.96
₹462.20
Fund Started
27 Sep 2016
07 May 2007
Fund Size
₹36.16 Cr
₹30955.01 Cr
Exit Load
-
-
1 Year
1.20%
-5.48%
3 Year
14.81%
17.22%
5 Year
17.91%
15.55%
Equity
95.90%
97.94%
Cash
4.10%
1.93%
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% |
ICICI Bank Ltd. | 8.94% |
Kotak Mahindra Bank Ltd. | 5.93% |
Reliance Industries Ltd. | 4.81% |
Tata Steel Ltd. | 4.12% |
State Bank of India | 3.62% |
Larsen & Toubro Ltd. | 2.99% |
HDFC Bank Ltd. | 2.91% |
Torrent Power Ltd. | 2.57% |
AIA Engineering Ltd. | 2.16% |
Cipla Ltd. | 2.15% |
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 capital appreciation through investments in equities, cumulative convertible preference shares and fully convertible debentures and bonds. The scheme was converted into an open-ended plan in November 1999.
Launch Date
27 Sep 2016
07 May 2007
