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
1.2
1.76
NAV
₹31.22
₹1478.91
Fund Started
29 Mar 2017
18 Dec 1995
Fund Size
₹30.67 Cr
₹15366.50 Cr
Exit Load
-
-
1 Year
6.97%
-3.77%
3 Year
17.18%
15.97%
5 Year
18.46%
16.04%
Equity
96.56%
97.30%
Cash
3.44%
2.37%
Top 10 Holdings
MTAR Technologies Ltd. | 7.31% |
Aster DM Healthcare Ltd. | 6.82% |
Affle 3I Ltd. | 4.19% |
KSB Ltd. | 3.95% |
Ujjivan Small Finance Bank Ltd. | 3.80% |
Angel One Ltd. | 3.66% |
CSB Bank Ltd. | 3.57% |
Safari Industries (India) Ltd. | 3.26% |
Equitas Small Finance Bank Ltd. | 3.24% |
RateGain Travel Technologies Ltd. | 3.21% |
ICICI Bank Ltd. | 8.99% |
HDFC Bank Ltd. | 8.04% |
Axis Bank Ltd. | 7.42% |
Maruti Suzuki India Ltd. | 4.70% |
Bharti Airtel Ltd. | 4.51% |
State Bank of India | 4.39% |
Kotak Mahindra Bank Ltd. | 4.38% |
SBI Life Insurance Company Ltd. | 3.57% |
Reliance Industries Ltd. | 2.86% |
HCL Technologies Ltd. | 2.75% |
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
