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
3.48
NAV
₹28.64
₹53.30
Fund Started
29 Mar 2017
26 Dec 2014
Fund Size
₹25.86 Cr
₹3968.68 Cr
Exit Load
-
-
1 Year
12.15%
11.47%
3 Year
19.43%
25.20%
5 Year
22.56%
19.81%
Equity
94.71%
99.29%
Cash
5.29%
0.71%
Top 10 Holdings
Aster DM Healthcare Ltd. | 7.44% |
Affle 3I Ltd. | 4.93% |
KSB Ltd. | 4.73% |
Ujjivan Small Finance Bank Ltd. | 4.19% |
CSB Bank Ltd. | 4.09% |
Angel One Ltd. | 3.90% |
MTAR Technologies Ltd. | 3.81% |
Safari Industries (India) Ltd. | 3.68% |
Can Fin Homes Ltd. | 3.27% |
TVS Holdings Ltd. | 3.24% |
Multi Commodity Exchange Of India Ltd. | 7.80% |
Piramal Finance Ltd. | 6.00% |
Jain Resource Recycling Ltd. | 5.76% |
Apar Industries Ltd. | 5.37% |
Waaree Energies Ltd. | 4.92% |
Amber Enterprises India Ltd. | 4.56% |
Onesource Specialty Pharma Ltd. | 4.53% |
Billionbrains Garage Ventures Ltd. | 4.43% |
Ather Energy Ltd. | 4.37% |
Muthoot Finance Ltd. | 4.35% |
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
