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 | 1.57 |
NAV | ₹26.71 | ₹435.60 |
Fund Started | 29 Mar 2017 | 07 May 2007 |
Fund Size | ₹30.40 Cr | ₹32608.80 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
-
₹500
Expense Ratio
1.39
1.57
NAV
₹26.71
₹435.60
Fund Started
29 Mar 2017
07 May 2007
Fund Size
₹30.40 Cr
₹32608.80 Cr
Exit Load
-
-
1 Year | 2.42% | 5.98% |
3 Year | 17.83% | 22.06% |
5 Year | 23.30% | 19.46% |
1 Year
2.42%
5.98%
3 Year
17.83%
22.06%
5 Year
23.30%
19.46%
Equity | 96.91% | 92.09% |
Cash | 3.09% | 7.79% |
Equity
96.91%
92.09%
Cash
3.09%
7.79%
Top 10 Holdings |
|
|
Top 10 Holdings
Aster DM Healthcare Ltd. | 5.82% |
Affle 3I Ltd. | 5.20% |
Safari Industries (India) Ltd. | 4.76% |
CSB Bank Ltd. | 4.69% |
Ujjivan Small Finance Bank Ltd. | 4.21% |
KSB Ltd. | 3.81% |
Sapphire Foods India Ltd. | 3.64% |
Angel One Ltd. | 3.42% |
Can Fin Homes Ltd. | 3.26% |
Kei Industries Ltd. | 3.11% |
HDFC Bank Ltd. | 8.69% |
Reliance Industries Ltd. | 5.43% |
Tata Steel Ltd. | 3.42% |
ICICI Bank Ltd. | 3.05% |
Mahindra & Mahindra Ltd. | 2.86% |
Cipla Ltd. | 2.83% |
State Bank of India | 2.81% |
ITC Ltd. | 2.65% |
Mahindra & Mahindra Financial Services Ltd. | 2.61% |
Axis Bank Ltd. | 2.52% |
Name | - | - |
Start Date | - | - |
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 |
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