Compare Sundaram Long Term Micro Cap Tax Advantage Fund Series V vs SBI ELSS Tax Saver Fund
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
-
₹500
Expense Ratio
1.39
1.58
NAV
₹25.42
₹420.13
Fund Started
29 Mar 2017
07 May 2007
Fund Size
₹29.08 Cr
₹31861.52 Cr
Exit Load
-
-
1 Year
7.54%
5.93%
3 Year
15.82%
21.07%
5 Year
19.47%
17.57%
Equity
95.63%
96.20%
Cash
4.37%
3.68%
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% |
HDFC Bank Ltd. | 8.34% |
Reliance Industries Ltd. | 4.94% |
Axis Bank Ltd. | 4.29% |
Kotak Mahindra Bank Ltd. | 4.19% |
State Bank of India | 4.17% |
Tata Steel Ltd. | 3.76% |
ICICI Bank Ltd. | 3.64% |
Mahindra & Mahindra Ltd. | 2.71% |
Infosys Ltd. | 2.61% |
Cipla Ltd. | 2.53% |
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 capital appreciation through investments in equities, cumulative convertible preference shares and fully convertible debentures and bonds. The scheme was converted into an open-ended plan in November 1999.
Launch Date
29 Mar 2017
07 May 2007
