Compare Sundaram Long Term Tax Advantage Fund Series II vs SBI ELSS Tax Saver Fund
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
-
₹500
Expense Ratio
1.37
1.68
NAV
₹35.18
₹431.33
Fund Started
03 Nov 2015
07 May 2007
Fund Size
₹13.09 Cr
₹28441.43 Cr
Exit Load
-
-
1 Year
5.62%
2.79%
3 Year
13.85%
21.85%
5 Year
12.79%
19.14%
Equity
94.34%
97.18%
Cash
5.66%
2.68%
Top 10 Holdings
ICICI Bank Ltd. | 9.20% |
HDFC Bank Ltd. | 8.55% |
State Bank of India | 8.32% |
Reliance Industries Ltd. | 7.43% |
Bharti Airtel Ltd. | 6.17% |
Larsen & Toubro Ltd. | 5.79% |
Infosys Ltd. | 4.96% |
Ultratech Cement Ltd. | 4.11% |
Axis Bank Ltd. | 3.83% |
Jindal Steel Ltd. | 3.40% |
ICICI Bank Ltd. | 9.34% |
Reliance Industries Ltd. | 5.33% |
Kotak Mahindra Bank Ltd. | 4.94% |
Tata Steel Ltd. | 4.14% |
HDFC Bank Ltd. | 4.14% |
Axis Bank Ltd. | 4.07% |
State Bank of India | 3.84% |
Torrent Power Ltd. | 2.58% |
Infosys Ltd. | 2.23% |
Lupin Ltd. | 2.19% |
Name
-
-
Start Date
-
-
Description
The scheme seeks to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit.
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
03 Nov 2015
07 May 2007
