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Compare Sundaram Long Term Micro Cap Tax Advantage Fund Series IV vs Quant ELSS Tax Saver Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | 3.0 |
Min SIP Amount | - | ₹500 |
Expense Ratio | 1.44 | 1.64 |
NAV | ₹29.39 | ₹366.90 |
Fund Started | 27 Sep 2016 | 08 Mar 2000 |
Fund Size | ₹37.74 Cr | ₹11922.65 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
-
3.0
Min SIP Amount
-
₹500
Expense Ratio
1.44
1.64
NAV
₹29.39
₹366.90
Fund Started
27 Sep 2016
08 Mar 2000
Fund Size
₹37.74 Cr
₹11922.65 Cr
Exit Load
-
-
Returns
1 Year | 3.35% | -9.32% |
3 Year | 25.27% | 20.75% |
5 Year | 34.11% | 31.58% |
1 Year
3.35%
-9.32%
3 Year
25.27%
20.75%
5 Year
34.11%
31.58%
Holding Analysis
Equity | 95.15% | 93.63% |
Cash | 4.85% | 6.37% |
Equity
95.15%
93.63%
Cash
4.85%
6.37%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Multi Commodity Exchange Of India Ltd. | 6.61% |
Safari Industries (India) Ltd. | 6.33% |
Angel One Ltd. | 5.34% |
Aster DM Healthcare Ltd. | 5.29% |
Affle 3I Ltd. | 4.38% |
Sapphire Foods India Ltd. | 4.31% |
KSB Ltd. | 3.82% |
JK Cement Ltd. | 3.81% |
CSB Bank Ltd. | 3.71% |
Ujjivan Small Finance Bank Ltd. | 3.48% |
Name | Assets |
|---|---|
Reliance Industries Ltd. | 9.81% |
JIO Financial Services Ltd. | 7.51% |
Adani Power Ltd. | 7.18% |
Samvardhana Motherson International Ltd. | 6.77% |
Larsen & Toubro Ltd. | 6.16% |
Life Insurance Corporation of India | 5.79% |
Grasim Industries Ltd. | 5.44% |
Tata Power Company Ltd. | 5.11% |
Aurobindo Pharma Ltd. | 4.27% |
Britannia Industries Ltd. | 4.02% |
Fund Manager
Name | Dwijendra Srivastava | Ankit A Pande |
Start Date | 03 Nov 2015 | 11 May 2020 |
Name
Dwijendra Srivastava
Ankit A Pande
Start Date
03 Nov 2015
11 May 2020
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 aims to generate capital appreciation by investing predominantly in equity shares with growth potential. The secondary objective is to give dividend and other income. |
Launch Date | 27 Sep 2016 | 08 Mar 2000 |
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 aims to generate capital appreciation by investing predominantly in equity shares with growth potential. The secondary objective is to give dividend and other income.
Launch Date
27 Sep 2016
08 Mar 2000