Compare Sundaram Long Term Micro Cap Tax Advantage Fund Series V vs HSBC ELSS Tax Saver Fund
Sundaram Long Term Micro Cap Tax Advantage Fund Series V
EquityELSS - Tax Saver
HSBC ELSS Tax Saver Fund
EquityELSS - Tax Saver
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
-
₹500
Expense Ratio
1.23
1.99
NAV
₹27.88
₹132.51
Fund Started
29 Mar 2017
05 Jan 2006
Fund Size
₹30.78 Cr
₹3973.53 Cr
Exit Load
-
-
1 Year
-2.72%
-3.86%
3 Year
8.12%
13.13%
5 Year
12.30%
10.76%
Equity
97.13%
99.27%
Cash
2.78%
0.73%
Top 10 Holdings
Name | Assets |
|---|---|
MTAR Technologies Ltd. | 7.21% |
Aster DM Quality Care Ltd. | 6.50% |
Ujjivan Small Finance Bank Ltd. | 4.36% |
Affle 3I Ltd. | 4.32% |
KSB Ltd. | 4.27% |
RateGain Travel Technologies Ltd. | 3.65% |
Equitas Small Finance Bank Ltd. | 3.17% |
CSB Bank Ltd. | 3.14% |
Greenpanel Industries Ltd. | 3.11% |
Safari Industries (India) Ltd. | 3.09% |
Name | Assets |
|---|---|
Avalon Technologies Ltd. | 4.51% |
ICICI Bank Ltd. | 3.84% |
HDFC Bank Ltd. | 3.34% |
Reliance Industries Ltd. | 2.84% |
Pearl Global Industries Ltd. | 2.79% |
Eternal Ltd. | 2.54% |
Shriram Finance Ltd | 2.26% |
GE Vernova T&D India Ltd | 2.22% |
Larsen & Toubro Ltd. | 2.21% |
Karur Vysya Bank Ltd. | 2.12% |
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 long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities.
Launch Date
29 Mar 2017
05 Jan 2006
