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Compare Sundaram Long Term Micro Cap Tax Advantage Fund Series V vs HDFC ELSS Tax Saver 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 | 1.41 | 1.7 |
NAV | ₹27.60 | ₹1388.95 |
Fund Started | 29 Mar 2017 | 18 Dec 1995 |
Fund Size | ₹30.97 Cr | ₹16579.03 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
-
₹500
Expense Ratio
1.41
1.7
NAV
₹27.60
₹1388.95
Fund Started
29 Mar 2017
18 Dec 1995
Fund Size
₹30.97 Cr
₹16579.03 Cr
Exit Load
-
-
Returns
1 Year | 1.84% | 4.54% |
3 Year | 19.66% | 21.30% |
5 Year | 32.23% | 24.55% |
1 Year
1.84%
4.54%
3 Year
19.66%
21.30%
5 Year
32.23%
24.55%
Holding Analysis
Equity | 95.45% | 93.94% |
Cash | 4.55% | 5.75% |
Equity
95.45%
93.94%
Cash
4.55%
5.75%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Multi Commodity Exchange Of India Ltd. | 6.04% |
Affle 3I Ltd. | 5.53% |
Aster DM Healthcare Ltd. | 5.39% |
Safari Industries (India) Ltd. | 4.53% |
Sapphire Foods India Ltd. | 4.46% |
Angel One Ltd. | 4.08% |
KSB Ltd. | 3.95% |
CSB Bank Ltd. | 3.85% |
Ujjivan Small Finance Bank Ltd. | 3.73% |
Greenpanel Industries Ltd. | 3.34% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 10.10% |
ICICI Bank Ltd. | 9.83% |
Axis Bank Ltd. | 7.73% |
Cipla Ltd. | 5.06% |
SBI Life Insurance Company Ltd. | 5.00% |
Maruti Suzuki India Ltd. | 4.18% |
Kotak Mahindra Bank Ltd. | 4.18% |
Bharti Airtel Ltd. | 3.93% |
State Bank of India | 3.36% |
HCL Technologies Ltd. | 2.97% |
Fund Manager
Name | Dwijendra Srivastava | Dhruv Muchhal |
Start Date | 03 Nov 2015 | 14 Sep 2023 |
Name
Dwijendra Srivastava
Dhruv Muchhal
Start Date
03 Nov 2015
14 Sep 2023
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 capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments. |
Launch Date | 29 Mar 2017 | 18 Dec 1995 |
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 capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments.
Launch Date
29 Mar 2017
18 Dec 1995
