Compare Sundaram Long Term Micro Cap Tax Advantage Fund Series V vs HDFC ELSS Tax Saver Fund
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
-
₹500
Expense Ratio
1.17
1.69
NAV
₹30.33
₹1420.84
Fund Started
29 Mar 2017
18 Dec 1995
Fund Size
₹30.56 Cr
₹15559.49 Cr
Exit Load
-
-
1 Year
6.67%
-5.25%
3 Year
16.71%
15.09%
5 Year
18.61%
15.79%
Equity
95.91%
96.57%
Cash
4.09%
3.10%
Top 10 Holdings
Aster DM Healthcare Ltd. | 6.58% |
MTAR Technologies Ltd. | 6.01% |
KSB Ltd. | 4.91% |
Affle 3I Ltd. | 4.09% |
Ujjivan Small Finance Bank Ltd. | 3.99% |
CSB Bank Ltd. | 3.88% |
Angel One Ltd. | 3.36% |
Equitas Small Finance Bank Ltd. | 3.10% |
Safari Industries (India) Ltd. | 3.08% |
Can Fin Homes Ltd. | 3.02% |
ICICI Bank Ltd. | 8.93% |
HDFC Bank Ltd. | 8.23% |
Axis Bank Ltd. | 7.22% |
State Bank of India | 4.81% |
Maruti Suzuki India Ltd. | 4.71% |
Bharti Airtel Ltd. | 4.59% |
Kotak Mahindra Bank Ltd. | 4.31% |
SBI Life Insurance Company Ltd. | 3.51% |
Reliance Industries Ltd. | 3.06% |
HCL Technologies Ltd. | 2.76% |
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 capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments.
Launch Date
29 Mar 2017
18 Dec 1995
