Compare Sundaram Long Term Tax Advantage Fund Series II vs SBI ELSS Tax Saver Fund
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
-
₹500
Expense Ratio
1.37
1.57
NAV
₹37.15
₹435.60
Fund Started
03 Nov 2015
07 May 2007
Fund Size
₹13.65 Cr
₹32608.80 Cr
Exit Load
-
-
1 Year
12.09%
5.98%
3 Year
13.94%
22.06%
5 Year
14.83%
19.46%
Equity
96.60%
92.09%
Cash
3.40%
7.79%
Top 10 Holdings
HDFC Bank Ltd. | 9.16% |
ICICI Bank Ltd. | 8.59% |
State Bank of India | 8.44% |
Reliance Industries Ltd. | 8.03% |
Bharti Airtel Ltd. | 6.62% |
Infosys Ltd. | 5.91% |
Larsen & Toubro Ltd. | 5.30% |
Ultratech Cement Ltd. | 3.66% |
Axis Bank Ltd. | 3.37% |
Hindustan Petroleum Corporation Ltd. | 3.34% |
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 investing predominantly in equity and equity-related instruments of companies along with income tax benefit.
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
03 Nov 2015
07 May 2007