Compare Sundaram Long Term Micro Cap Tax Advantage Fund Series V vs Motilal Oswal ELSS Tax Saver Fund
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
-
₹500
Expense Ratio
1.39
1.82
NAV
₹25.98
₹47.66
Fund Started
29 Mar 2017
26 Dec 2014
Fund Size
₹29.08 Cr
₹4188.13 Cr
Exit Load
-
-
1 Year
10.64%
11.29%
3 Year
16.42%
20.54%
5 Year
20.00%
16.29%
Equity
95.63%
98.97%
Cash
4.37%
1.03%
Top 10 Holdings
Aster DM Healthcare Ltd. | 5.45% |
Ujjivan Small Finance Bank Ltd. | 4.82% |
Affle 3I Ltd. | 4.68% |
CSB Bank Ltd. | 4.68% |
Safari Industries (India) Ltd. | 4.65% |
Angel One Ltd. | 3.88% |
KSB Ltd. | 3.74% |
Can Fin Homes Ltd. | 3.42% |
Equitas Small Finance Bank Ltd. | 3.41% |
Greenpanel Industries Ltd. | 3.11% |
Multi Commodity Exchange Of India Ltd. | 7.82% |
Piramal Finance Ltd. | 5.84% |
Eternal Ltd. | 5.23% |
Muthoot Finance Ltd. | 5.00% |
Billionbrains Garage Ventures Ltd. | 4.63% |
PTC Industries Ltd. | 4.43% |
Waaree Energies Ltd. | 3.89% |
Bharat Electronics Ltd. | 3.86% |
Jain Resource Recycling Ltd. | 3.80% |
Prestige Estates Projects Ltd. | 3.76% |
Name
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-
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 long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
Launch Date
29 Mar 2017
26 Dec 2014
