Compare Sundaram Long Term Micro Cap Tax Advantage Fund Series IV vs Quant ELSS Tax Saver Fund
Fund Details
Risk | Very High | Very High |
Rating | - | 5.0 |
Min SIP Amount | - | ₹500 |
Expense Ratio | 1.43 | 1.72 |
NAV | ₹27.57 | ₹362.07 |
Fund Started | 27 Sep 2016 | 08 Mar 2000 |
Fund Size | ₹38.89 Cr | ₹10979.71 Cr |
Exit Load | - | - |
Returns
1 Year | 20.46% | 27.85% |
3 Year | 18.45% | 16.43% |
5 Year | 28.80% | 30.18% |
Holding Analysis
Equity | 95.90% | 93.04% |
Cash | 4.10% | 6.96% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Dwijendra Srivastava | Ankit A Pande |
Start Date | 03 Nov 2015 | 22 Aug 2023 |
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 aims to generate capital appreciation by investing predominantly in equity shares with growth potential. The secondary objective is to give dividend and other income. |
Launch Date | 27 Sep 2016 | 08 Mar 2000 |
