Compare Sundaram Long Term Micro Cap Tax Advantage Fund Series IV vs SBI ELSS Tax Saver Fund
Risk | Very High | Very High |
Rating | - | 5.0 |
Min SIP Amount | - | ₹500 |
Expense Ratio | 1.43 | 1.57 |
NAV | ₹28.91 | ₹450.30 |
Fund Started | 27 Sep 2016 | 07 May 2007 |
Fund Size | ₹36.06 Cr | ₹32326.50 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
-
₹500
Expense Ratio
1.43
1.57
NAV
₹28.91
₹450.30
Fund Started
27 Sep 2016
07 May 2007
Fund Size
₹36.06 Cr
₹32326.50 Cr
Exit Load
-
-
1 Year | 1.50% | 5.67% |
3 Year | 20.43% | 24.03% |
5 Year | 26.18% | 21.79% |
1 Year
1.50%
5.67%
3 Year
20.43%
24.03%
5 Year
26.18%
21.79%
Equity | 95.24% | 92.70% |
Cash | 4.76% | 7.18% |
Equity
95.24%
92.70%
Cash
4.76%
7.18%
Top 10 Holdings |
|
|
Top 10 Holdings
Safari Industries (India) Ltd. | 6.62% |
Aster DM Healthcare Ltd. | 6.26% |
Angel One Ltd. | 4.73% |
Ujjivan Small Finance Bank Ltd. | 4.38% |
Affle 3I Ltd. | 4.17% |
CSB Bank Ltd. | 4.17% |
KSB Ltd. | 3.44% |
Sapphire Foods India Ltd. | 3.35% |
Equitas Small Finance Bank Ltd. | 3.33% |
Greenpanel Industries Ltd. | 3.25% |
HDFC Bank Ltd. | 8.91% |
Reliance Industries Ltd. | 5.47% |
Tata Steel Ltd. | 3.22% |
ICICI Bank Ltd. | 3.19% |
Mahindra & Mahindra Ltd. | 2.92% |
Cipla Ltd. | 2.89% |
State Bank of India | 2.83% |
ITC Ltd. | 2.68% |
Axis Bank Ltd. | 2.56% |
Mahindra & Mahindra Financial Services Ltd. | 2.43% |
Name | - | - |
Start Date | - | - |
Name
-
-
Start Date
-
-
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 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 Sep 2016 | 07 May 2007 |
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 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 Sep 2016
07 May 2007