Compare Sundaram Long Term Tax Advantage Fund Series III vs SBI ELSS Tax Saver Fund
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
-
₹500
Expense Ratio
1.18
4.88
NAV
₹31.25
₹458.80
Fund Started
27 Dec 2017
07 May 2007
Fund Size
₹33.90 Cr
₹31093.90 Cr
Exit Load
-
-
1 Year
9.13%
-2.49%
3 Year
16.92%
18.10%
5 Year
19.72%
16.25%
Equity
95.86%
96.05%
Cash
4.14%
3.83%
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% |
ICICI Bank Ltd. | 8.95% |
Reliance Industries Ltd. | 5.19% |
Kotak Mahindra Bank Ltd. | 4.90% |
Tata Steel Ltd. | 4.17% |
Axis Bank Ltd. | 4.07% |
HDFC Bank Ltd. | 3.99% |
State Bank of India | 3.83% |
Torrent Power Ltd. | 3.13% |
Larsen & Toubro Ltd. | 2.93% |
Tata Consultancy Services Ltd. | 2.27% |
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 capital appreciation through investments in equities, cumulative convertible preference shares and fully convertible debentures and bonds. The scheme was converted into an open-ended plan in November 1999.
Launch Date
27 Dec 2017
07 May 2007
