Compare Sundaram Long Term Tax Advantage Fund Series III vs HSBC ELSS Tax Saver Fund
Sundaram Long Term Tax Advantage Fund Series III
EquityELSS - Tax Saver
HSBC ELSS Tax Saver Fund
EquityELSS - Tax Saver
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
-
₹500
Expense Ratio
1.24
2
NAV
₹29.01
₹143.05
Fund Started
27 Dec 2017
05 Jan 2006
Fund Size
₹33.75 Cr
₹3973.53 Cr
Exit Load
-
-
1 Year
-4.39%
-5.63%
3 Year
9.01%
13.26%
5 Year
13.60%
10.33%
Equity
96.65%
99.27%
Cash
3.19%
0.73%
Top 10 Holdings
Name | Assets |
|---|---|
MTAR Technologies Ltd. | 7.41% |
Aster DM Quality Care Ltd. | 6.60% |
Ujjivan Small Finance Bank Ltd. | 5.38% |
KSB Ltd. | 4.70% |
Affle 3I Ltd. | 4.28% |
TVS Holdings Ltd. | 4.13% |
Eternal Ltd. | 3.94% |
RateGain Travel Technologies Ltd. | 3.69% |
Greenpanel Industries Ltd. | 3.10% |
CSB Bank Ltd. | 3.07% |
Name | Assets |
|---|---|
Avalon Technologies Ltd. | 4.51% |
ICICI Bank Ltd. | 3.84% |
HDFC Bank Ltd. | 3.34% |
Reliance Industries Ltd. | 2.84% |
Pearl Global Industries Ltd. | 2.79% |
Eternal Ltd. | 2.54% |
Shriram Finance Ltd | 2.26% |
GE Vernova T&D India Ltd | 2.22% |
Larsen & Toubro Ltd. | 2.21% |
Karur Vysya Bank Ltd. | 2.12% |
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 aims to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities.
Launch Date
27 Dec 2017
05 Jan 2006
