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
1.22
2.12
NAV
₹32.80
₹64.11
Fund Started
27 Dec 2017
26 Dec 2014
Fund Size
₹34.84 Cr
₹4861.86 Cr
Exit Load
-
-
1 Year
9.32%
4.04%
3 Year
16.17%
21.08%
5 Year
18.49%
17.35%
Equity
96.08%
99.27%
Cash
3.92%
0.73%
Top 10 Holdings
Aster DM Healthcare Ltd. | 7.20% |
MTAR Technologies Ltd. | 7.01% |
KSB Ltd. | 5.10% |
Ujjivan Small Finance Bank Ltd. | 4.56% |
TVS Holdings Ltd. | 4.52% |
Affle 3I Ltd. | 3.90% |
RateGain Travel Technologies Ltd. | 3.78% |
Angel One Ltd. | 3.48% |
CSB Bank Ltd. | 3.25% |
Equitas Small Finance Bank Ltd. | 3.23% |
Multi Commodity Exchange Of India Ltd. | 5.65% |
Ather Energy Ltd. | 4.67% |
Zen Technologies Ltd. | 4.43% |
Apar Industries Ltd. | 4.21% |
Onesource Specialty Pharma Ltd. | 4.14% |
PTC Industries Ltd. | 4.06% |
Gujarat Fluorochemicals Ltd. | 4.02% |
Suzlon Energy Ltd. | 3.94% |
Shriram Finance Ltd | 3.70% |
Billionbrains Garage Ventures Ltd. | 3.64% |
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
