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
2.05
NAV
₹30.22
₹54.12
Fund Started
27 Dec 2017
26 Dec 2014
Fund Size
₹33.90 Cr
₹4658.52 Cr
Exit Load
-
-
1 Year
9.13%
3.88%
3 Year
16.92%
22.71%
5 Year
19.72%
17.75%
Equity
95.86%
98.63%
Cash
4.14%
1.37%
Top 10 Holdings
Aster DM Healthcare Ltd. | 6.61% |
MTAR Technologies Ltd. | 6.11% |
KSB Ltd. | 5.35% |
TVS Holdings Ltd. | 4.84% |
Ujjivan Small Finance Bank Ltd. | 4.51% |
Affle 3I Ltd. | 4.01% |
CSB Bank Ltd. | 3.75% |
Angel One Ltd. | 3.34% |
Eternal Ltd. | 3.02% |
Equitas Small Finance Bank Ltd. | 2.95% |
Multi Commodity Exchange Of India Ltd. | 7.63% |
Piramal Finance Ltd. | 5.57% |
Jain Resource Recycling Ltd. | 4.94% |
Apar Industries Ltd. | 4.84% |
Ather Energy Ltd. | 4.62% |
Onesource Specialty Pharma Ltd. | 4.56% |
Billionbrains Garage Ventures Ltd. | 4.38% |
Zen Technologies Ltd. | 4.37% |
Amber Enterprises India Ltd. | 4.24% |
Waaree Energies Ltd. | 4.20% |
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
