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
1.17
4.88
NAV
₹30.33
₹458.80
Fund Started
29 Mar 2017
07 May 2007
Fund Size
₹30.56 Cr
₹31093.90 Cr
Exit Load
-
-
1 Year
6.67%
-2.49%
3 Year
16.71%
18.10%
5 Year
18.61%
16.25%
Equity
95.91%
96.05%
Cash
4.09%
3.83%
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% |
ICICI Bank Ltd. | 8.95% |
Reliance Industries Ltd. | 5.19% |
Kotak Mahindra Bank Ltd. | 4.90% |
Tata Steel Ltd. | 4.17% |
Axis Bank Ltd. | 4.07% |
HDFC Bank Ltd. | 3.99% |
State Bank of India | 3.83% |
Torrent Power Ltd. | 3.13% |
Larsen & Toubro Ltd. | 2.93% |
Tata Consultancy Services Ltd. | 2.27% |
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
