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Compare Sundaram Long Term Micro Cap Tax Advantage Fund Series IV vs Bank of India 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 | 1.44 | 1.96 |
NAV | ₹28.58 | ₹169.29 |
Fund Started | 27 Sep 2016 | 12 Dec 2008 |
Fund Size | ₹38.23 Cr | ₹1453.01 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
-
₹500
Expense Ratio
1.44
1.96
NAV
₹28.58
₹169.29
Fund Started
27 Sep 2016
12 Dec 2008
Fund Size
₹38.23 Cr
₹1453.01 Cr
Exit Load
-
-
Returns
1 Year | 15.18% | 25.17% |
3 Year | 21.84% | 18.97% |
5 Year | 30.02% | 25.02% |
1 Year
15.18%
25.17%
3 Year
21.84%
18.97%
5 Year
30.02%
25.02%
Holding Analysis
Equity | 96.18% | 95.24% |
Cash | 3.82% | 2.94% |
Equity
96.18%
95.24%
Cash
3.82%
2.94%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Multi Commodity Exchange Of India Ltd. | 7.02% |
Safari Industries (India) Ltd. | 6.64% |
Angel One Ltd. | 4.78% |
Aster DM Healthcare Ltd. | 4.43% |
Greenpanel Industries Ltd. | 4.27% |
Sapphire Foods India Ltd. | 4.15% |
Affle (India) Ltd. | 3.83% |
KSB Ltd. | 3.52% |
Kei Industries Ltd. | 3.34% |
Navin Fluorine International Ltd. | 3.23% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.44% |
State Bank of India | 4.34% |
Vedanta Ltd. | 4.12% |
Prudent Corporate Advisory Services Ltd. | 2.72% |
Ami Organics Ltd. | 2.54% |
NTPC Ltd. | 2.39% |
General Insurance Corporation of India | 2.34% |
Coforge Ltd. | 2.33% |
Swan Energy Ltd. | 2.16% |
Siemens Ltd. | 2.13% |
Fund Manager
Name | Dwijendra Srivastava | Alok Singh |
Start Date | 03 Nov 2015 | 01 Dec 2021 |
Name
Dwijendra Srivastava
Alok Singh
Start Date
03 Nov 2015
01 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 build a diversified portfolio of stocks of companies having sustainable business models, without any bias of market capitalisation and sector. The scheme will follow top-down approach of equity selection. |
Launch Date | 27 Sep 2016 | 12 Dec 2008 |
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 build a diversified portfolio of stocks of companies having sustainable business models, without any bias of market capitalisation and sector. The scheme will follow top-down approach of equity selection.
Launch Date
27 Sep 2016
12 Dec 2008
