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Compare Sundaram Long Term Micro Cap Tax Advantage Fund Series V vs Motilal Oswal ELSS Tax Saver Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | 4.0 |
Min SIP Amount | - | ₹500 |
Expense Ratio | 1.41 | 1.8 |
NAV | ₹28.72 | ₹52.72 |
Fund Started | 29 Mar 2017 | 26 Dec 2014 |
Fund Size | ₹30.14 Cr | ₹4376.90 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
-
₹500
Expense Ratio
1.41
1.8
NAV
₹28.72
₹52.72
Fund Started
29 Mar 2017
26 Dec 2014
Fund Size
₹30.14 Cr
₹4376.90 Cr
Exit Load
-
-
Returns
1 Year | 2.28% | 0.22% |
3 Year | 19.24% | 24.61% |
5 Year | 31.33% | 25.63% |
1 Year
2.28%
0.22%
3 Year
19.24%
24.61%
5 Year
31.33%
25.63%
Holding Analysis
Equity | 95.33% | 98.95% |
Cash | 4.67% | 0.37% |
Equity
95.33%
98.95%
Cash
4.67%
0.37%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Aster DM Healthcare Ltd. | 5.97% |
Affle 3I Ltd. | 5.68% |
Safari Industries (India) Ltd. | 4.83% |
Sapphire Foods India Ltd. | 4.19% |
KSB Ltd. | 4.18% |
CSB Bank Ltd. | 3.83% |
Multi Commodity Exchange Of India Ltd. | 3.73% |
Ujjivan Small Finance Bank Ltd. | 3.71% |
Greenpanel Industries Ltd. | 3.54% |
Procter & Gamble Health Ltd. | 3.29% |
Name | Assets |
|---|---|
Eternal Ltd. | 6.67% |
Kaynes Technology India Ltd. | 4.67% |
Multi Commodity Exchange Of India Ltd. | 4.62% |
Amber Enterprises India Ltd. | 4.44% |
Waaree Energies Ltd. | 4.44% |
Muthoot Finance Ltd. | 3.84% |
Prestige Estates Projects Ltd. | 3.72% |
Gujarat Fluorochemicals Ltd. | 3.64% |
PTC Industries Ltd. | 3.56% |
Bharat Dynamics Ltd. | 3.49% |
Fund Manager
Name | Dwijendra Srivastava | Ajay Khandelwal |
Start Date | 02 Jul 2025 | 25 Jul 2025 |
Name
Dwijendra Srivastava
Ajay Khandelwal
Start Date
02 Jul 2025
25 Jul 2025
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 long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. |
Launch Date | 29 Mar 2017 | 26 Dec 2014 |
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 long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
Launch Date
29 Mar 2017
26 Dec 2014