Compare Sundaram Long Term Micro Cap Tax Advantage Fund Series IV vs Motilal Oswal ELSS Tax Saver Fund
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
-
₹500
Expense Ratio
1.43
1.82
NAV
₹27.49
₹47.77
Fund Started
27 Sep 2016
26 Dec 2014
Fund Size
₹35.23 Cr
₹4341.48 Cr
Exit Load
-
-
1 Year
2.10%
-3.03%
3 Year
17.84%
20.83%
5 Year
23.49%
17.71%
Equity
97.34%
96.97%
Cash
2.66%
1.30%
Top 10 Holdings
Safari Industries (India) Ltd. | 6.06% |
Aster DM Healthcare Ltd. | 5.94% |
CSB Bank Ltd. | 4.75% |
Affle 3I Ltd. | 4.62% |
Ujjivan Small Finance Bank Ltd. | 4.36% |
Angel One Ltd. | 4.20% |
Sapphire Foods India Ltd. | 3.55% |
KSB Ltd. | 3.47% |
Equitas Small Finance Bank Ltd. | 3.34% |
RateGain Travel Technologies Ltd. | 3.06% |
Multi Commodity Exchange Of India Ltd. | 6.65% |
Eternal Ltd. | 5.12% |
Piramal Finance Ltd. | 4.88% |
Muthoot Finance Ltd. | 4.80% |
PTC Industries Ltd. | 4.29% |
One97 Communications Ltd. | 4.04% |
Waaree Energies Ltd. | 3.99% |
Prestige Estates Projects Ltd. | 3.96% |
Amber Enterprises India Ltd. | 3.81% |
Apar Industries Ltd. | 3.75% |
Name
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Start Date
-
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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
27 Sep 2016
26 Dec 2014