Compare Sundaram Long Term Micro Cap Tax Advantage Fund Series V vs Motilal Oswal ELSS Tax Saver Fund
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
-
₹500
Expense Ratio
1.17
2.05
NAV
₹30.33
₹62.64
Fund Started
29 Mar 2017
26 Dec 2014
Fund Size
₹30.56 Cr
₹4658.52 Cr
Exit Load
-
-
1 Year
6.67%
3.88%
3 Year
16.71%
22.71%
5 Year
18.61%
17.75%
Equity
95.91%
98.63%
Cash
4.09%
1.37%
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% |
Multi Commodity Exchange Of India Ltd. | 7.63% |
Piramal Finance Ltd. | 5.57% |
Jain Resource Recycling Ltd. | 4.94% |
Apar Industries Ltd. | 4.84% |
Ather Energy Ltd. | 4.62% |
Onesource Specialty Pharma Ltd. | 4.56% |
Billionbrains Garage Ventures Ltd. | 4.38% |
Zen Technologies Ltd. | 4.37% |
Amber Enterprises India Ltd. | 4.24% |
Waaree Energies Ltd. | 4.20% |
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
