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
1.18
1.68
NAV
₹29.36
₹431.33
Fund Started
27 Sep 2016
07 May 2007
Fund Size
₹30.40 Cr
₹28441.43 Cr
Exit Load
-
-
1 Year
11.81%
2.79%
3 Year
19.00%
21.85%
5 Year
22.86%
19.14%
Equity
93.81%
97.18%
Cash
6.19%
2.68%
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% |
ICICI Bank Ltd. | 9.34% |
Reliance Industries Ltd. | 5.33% |
Kotak Mahindra Bank Ltd. | 4.94% |
Tata Steel Ltd. | 4.14% |
HDFC Bank Ltd. | 4.14% |
Axis Bank Ltd. | 4.07% |
State Bank of India | 3.84% |
Torrent Power Ltd. | 2.58% |
Infosys Ltd. | 2.23% |
Lupin Ltd. | 2.19% |
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
