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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 | 1.68 |
NAV | ₹28.91 | ₹1423.10 |
Fund Started | 29 Mar 2017 | 18 Dec 1995 |
Fund Size | ₹30.17 Cr | ₹16453.67 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
-
₹500
Expense Ratio
1.41
1.68
NAV
₹28.91
₹1423.10
Fund Started
29 Mar 2017
18 Dec 1995
Fund Size
₹30.17 Cr
₹16453.67 Cr
Exit Load
-
-
Returns
1 Year | 3.43% | 7.05% |
3 Year | 26.20% | 26.43% |
5 Year | 35.20% | 26.74% |
1 Year
3.43%
7.05%
3 Year
26.20%
26.43%
5 Year
35.20%
26.74%
Holding Analysis
Equity | 95.91% | 91.35% |
Cash | 4.09% | 8.34% |
Equity
95.91%
91.35%
Cash
4.09%
8.34%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Multi Commodity Exchange Of India Ltd. | 6.40% |
Aster DM Healthcare Ltd. | 5.32% |
Safari Industries (India) Ltd. | 5.09% |
Affle 3I Ltd. | 5.06% |
Sapphire Foods India Ltd. | 4.54% |
Angel One Ltd. | 4.46% |
KSB Ltd. | 4.30% |
CSB Bank Ltd. | 3.75% |
Ujjivan Small Finance Bank Ltd. | 3.44% |
Greenpanel Industries Ltd. | 3.34% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 9.81% |
ICICI Bank Ltd. | 9.67% |
Axis Bank Ltd. | 8.69% |
SBI Life Insurance Company Ltd. | 4.96% |
Cipla Ltd. | 4.81% |
Kotak Mahindra Bank Ltd. | 4.41% |
Maruti Suzuki India Ltd. | 4.12% |
Bharti Airtel Ltd. | 3.84% |
HCL Technologies Ltd. | 3.33% |
Bajaj Auto Ltd. | 2.48% |
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