Compare Sundaram Long Term Micro Cap Tax Advantage Fund Series IV vs SBI ELSS Tax Saver Fund
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
-
₹500
Expense Ratio
1.43
1.57
NAV
₹27.49
₹435.60
Fund Started
27 Sep 2016
07 May 2007
Fund Size
₹35.23 Cr
₹32608.80 Cr
Exit Load
-
-
1 Year
2.10%
5.98%
3 Year
17.84%
22.06%
5 Year
23.49%
19.46%
Equity
97.34%
92.09%
Cash
2.66%
7.79%
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% |
HDFC Bank Ltd. | 8.69% |
Reliance Industries Ltd. | 5.43% |
Tata Steel Ltd. | 3.42% |
ICICI Bank Ltd. | 3.05% |
Mahindra & Mahindra Ltd. | 2.86% |
Cipla Ltd. | 2.83% |
State Bank of India | 2.81% |
ITC Ltd. | 2.65% |
Mahindra & Mahindra Financial Services Ltd. | 2.61% |
Axis Bank Ltd. | 2.52% |
Name
-
-
Start Date
-
-
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 capital appreciation through investments in equities, cumulative convertible preference shares and fully convertible debentures and bonds. The scheme was converted into an open-ended plan in November 1999.
Launch Date
27 Sep 2016
07 May 2007