Compare Sundaram Long Term Tax Advantage Fund Series III vs Motilal Oswal ELSS Tax Saver Fund
Sundaram Long Term Tax Advantage Fund Series III
EquityELSS - Tax Saver
Motilal Oswal ELSS Tax Saver Fund
EquityELSS - Tax Saver
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
-
₹500
Expense Ratio
1.24
2.11
NAV
₹29.01
₹59.22
Fund Started
27 Dec 2017
26 Dec 2014
Fund Size
₹33.75 Cr
₹4889.61 Cr
Exit Load
-
-
1 Year
-4.39%
-3.73%
3 Year
9.01%
16.77%
5 Year
13.60%
13.52%
Equity
96.65%
96.62%
Cash
3.19%
3.38%
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 |
|---|---|
Multi Commodity Exchange Of India Ltd. | 5.74% |
PTC Industries Ltd. | 5.23% |
One 97 Communications Ltd. | 4.80% |
Sterlite Technologies Ltd. | 4.54% |
MTAR Technologies Ltd. | 4.32% |
Gujarat Fluorochemicals Ltd. | 4.22% |
Shaily Engineering Plastics Ltd. | 4.18% |
Apar Industries Ltd. | 3.91% |
Zen Technologies Ltd. | 3.91% |
SJS Enterprises Ltd. | 3.88% |
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
