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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 | 1.82 |
NAV | ₹28.91 | ₹52.81 |
Fund Started | 29 Mar 2017 | 26 Dec 2014 |
Fund Size | ₹30.17 Cr | ₹4359.64 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
-
₹500
Expense Ratio
1.41
1.82
NAV
₹28.91
₹52.81
Fund Started
29 Mar 2017
26 Dec 2014
Fund Size
₹30.17 Cr
₹4359.64 Cr
Exit Load
-
-
Returns
1 Year | 3.43% | 7.92% |
3 Year | 26.20% | 31.24% |
5 Year | 35.20% | 27.19% |
1 Year
3.43%
7.92%
3 Year
26.20%
31.24%
5 Year
35.20%
27.19%
Holding Analysis
Equity | 95.91% | 98.82% |
Cash | 4.09% | 1.18% |
Equity
95.91%
98.82%
Cash
4.09%
1.18%
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 |
|---|---|
Trent Ltd. | 5.50% |
Eternal Ltd. | 5.42% |
Bharat Dynamics Ltd. | 4.88% |
Kaynes Technology India Ltd. | 4.08% |
Suzlon Energy Ltd. | 4.05% |
Inox Wind Ltd. | 3.66% |
Amber Enterprises India Ltd. | 3.58% |
Multi Commodity Exchange Of India Ltd. | 3.56% |
Prestige Estates Projects Ltd. | 3.55% |
Bharat Electronics Ltd. | 3.48% |
Fund Manager
Name | Dwijendra Srivastava | Ajay Khandelwal |
Start Date | 03 Nov 2015 | 16 Dec 2021 |
Name
Dwijendra Srivastava
Ajay Khandelwal
Start Date
03 Nov 2015
16 Dec 2021
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