Compare Sundaram Long Term Micro Cap Tax Advantage Fund Series IV vs Bank of India ELSS Tax Saver Fund
Fund Details
Risk | Very High | Very High |
Rating | - | 4.0 |
Min SIP Amount | - | ₹500 |
Expense Ratio | 1.43 | 1.96 |
NAV | ₹27.42 | ₹162.19 |
Fund Started | 27 Sep 2016 | 12 Dec 2008 |
Fund Size | ₹38.89 Cr | ₹1435.90 Cr |
Exit Load | - | - |
Returns
1 Year | 20.46% | 32.78% |
3 Year | 18.45% | 15.89% |
5 Year | 28.80% | 24.42% |
Holding Analysis
Equity | 95.90% | 92.37% |
Cash | 4.10% | 5.54% |
Top Holdings
Top 10 Holdings |
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Fund Manager
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 |
