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Compare Sundaram Long Term Micro Cap Tax Advantage Fund Series IV vs Motilal Oswal ELSS Tax Saver Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | 4.0 |
Min SIP Amount | - | ₹500 |
Expense Ratio | 1.44 | 1.81 |
NAV | ₹29.29 | ₹53.20 |
Fund Started | 27 Sep 2016 | 26 Dec 2014 |
Fund Size | ₹35.22 Cr | ₹4376.90 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
-
₹500
Expense Ratio
1.44
1.81
NAV
₹29.29
₹53.20
Fund Started
27 Sep 2016
26 Dec 2014
Fund Size
₹35.22 Cr
₹4376.90 Cr
Exit Load
-
-
Returns
1 Year | -2.67% | -3.19% |
3 Year | 19.57% | 26.57% |
5 Year | 31.69% | 26.06% |
1 Year
-2.67%
-3.19%
3 Year
19.57%
26.57%
5 Year
31.69%
26.06%
Holding Analysis
Equity | 95.37% | 98.95% |
Cash | 4.63% | 0.37% |
Equity
95.37%
98.95%
Cash
4.63%
0.37%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Safari Industries (India) Ltd. | 6.10% |
Aster DM Healthcare Ltd. | 6.03% |
Affle 3I Ltd. | 5.00% |
Sapphire Foods India Ltd. | 4.05% |
Multi Commodity Exchange Of India Ltd. | 3.85% |
CSB Bank Ltd. | 3.84% |
Angel One Ltd. | 3.82% |
Ujjivan Small Finance Bank Ltd. | 3.82% |
KSB Ltd. | 3.77% |
Greenpanel Industries Ltd. | 3.61% |
Name | Assets |
|---|---|
Eternal Ltd. | 6.67% |
Kaynes Technology India Ltd. | 4.67% |
Multi Commodity Exchange Of India Ltd. | 4.62% |
Amber Enterprises India Ltd. | 4.44% |
Waaree Energies Ltd. | 4.44% |
Muthoot Finance Ltd. | 3.84% |
Prestige Estates Projects Ltd. | 3.72% |
Gujarat Fluorochemicals Ltd. | 3.64% |
PTC Industries Ltd. | 3.56% |
Bharat Dynamics Ltd. | 3.49% |
Fund Manager
Name | Dwijendra Srivastava | Ajay Khandelwal |
Start Date | 02 Jul 2025 | 25 Jul 2025 |
Name
Dwijendra Srivastava
Ajay Khandelwal
Start Date
02 Jul 2025
25 Jul 2025
About Fund
Description | The scheme seeks to generate capital appreciation over a period of ten years by predominantly investing in equity and equity-related instruments of companies that can be termed as micro-cap and from income tax benefit available. | The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. |
Launch Date | 27 Sep 2016 | 26 Dec 2014 |
Description
The scheme seeks to generate capital appreciation over a period of ten years by predominantly investing in equity and equity-related instruments of companies that can be termed as micro-cap and from income tax benefit available.
The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
Launch Date
27 Sep 2016
26 Dec 2014