Compare Sundaram Long Term Tax Advantage Fund Series III vs Motilal Oswal ELSS Tax Saver Fund
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
-
₹500
Expense Ratio
1.18
3.48
NAV
₹29.42
₹53.30
Fund Started
27 Dec 2017
26 Dec 2014
Fund Size
₹28.88 Cr
₹3968.68 Cr
Exit Load
-
-
1 Year
14.13%
11.47%
3 Year
19.89%
25.20%
5 Year
23.61%
19.81%
Equity
94.93%
99.29%
Cash
5.07%
0.71%
Top 10 Holdings
Aster DM Healthcare Ltd. | 7.42% |
TVS Holdings Ltd. | 5.56% |
KSB Ltd. | 5.12% |
Affle 3I Ltd. | 4.80% |
Ujjivan Small Finance Bank Ltd. | 4.70% |
CSB Bank Ltd. | 3.93% |
MTAR Technologies Ltd. | 3.85% |
Eternal Ltd. | 3.29% |
Safari Industries (India) Ltd. | 3.04% |
Procter & Gamble Health Ltd. | 2.90% |
Multi Commodity Exchange Of India Ltd. | 7.80% |
Piramal Finance Ltd. | 6.00% |
Jain Resource Recycling Ltd. | 5.76% |
Apar Industries Ltd. | 5.37% |
Waaree Energies Ltd. | 4.92% |
Amber Enterprises India Ltd. | 4.56% |
Onesource Specialty Pharma Ltd. | 4.53% |
Billionbrains Garage Ventures Ltd. | 4.43% |
Ather Energy Ltd. | 4.37% |
Muthoot Finance Ltd. | 4.35% |
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 to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
Launch Date
27 Dec 2017
26 Dec 2014
