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Compare Sundaram Long Term Micro Cap Tax Advantage Fund Series IV vs SBI Long Term Equity Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | 5.0 |
Min SIP Amount | - | ₹500 |
Expense Ratio | 1.44 | 1.59 |
NAV | ₹25.44 | ₹413.86 |
Fund Started | 27 Sep 2016 | 07 May 2007 |
Fund Size | ₹32.10 Cr | ₹28506.07 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
-
₹500
Expense Ratio
1.44
1.59
NAV
₹25.44
₹413.86
Fund Started
27 Sep 2016
07 May 2007
Fund Size
₹32.10 Cr
₹28506.07 Cr
Exit Load
-
-
Returns
1 Year | -0.96% | 7.65% |
3 Year | 18.09% | 25.21% |
5 Year | 35.35% | 29.28% |
1 Year
-0.96%
7.65%
3 Year
18.09%
25.21%
5 Year
35.35%
29.28%
Holding Analysis
Equity | 95.24% | 90.99% |
Cash | 4.76% | 8.87% |
Equity
95.24%
90.99%
Cash
4.76%
8.87%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Multi Commodity Exchange Of India Ltd. | 6.20% |
Safari Industries (India) Ltd. | 6.05% |
Aster DM Healthcare Ltd. | 5.11% |
Navin Fluorine International Ltd. | 4.62% |
Angel One Ltd. | 4.54% |
Affle 3I Ltd. | 4.53% |
Sapphire Foods India Ltd. | 4.46% |
JK Cement Ltd. | 3.81% |
KSB Ltd. | 3.60% |
CSB Bank Ltd. | 3.43% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 9.42% |
Reliance Industries Ltd. | 5.18% |
ICICI Bank Ltd. | 3.61% |
Bharti Airtel Ltd. | 3.48% |
Tata Steel Ltd. | 3.21% |
Torrent Power Ltd. | 3.01% |
State Bank of India | 2.60% |
Axis Bank Ltd. | 2.57% |
Mahindra & Mahindra Ltd. | 2.42% |
Kotak Mahindra Bank Ltd. | 2.31% |
Fund Manager
Name | Dwijendra Srivastava | Dinesh Balachandran |
Start Date | 03 Nov 2015 | 01 Dec 2024 |
Name
Dwijendra Srivastava
Dinesh Balachandran
Start Date
03 Nov 2015
01 Dec 2024
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 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