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Compare Sundaram Long Term Micro Cap Tax Advantage Fund Series V vs Quant ELSS Tax Saver Fund

Fund Comparison

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

Fund Details

Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
-
₹500
Expense Ratio
1.41
1.71
NAV
₹27.65
₹350.65
Fund Started
29 Mar 2017
08 Mar 2000
Fund Size
₹32.82 Cr
₹10799.00 Cr
Exit Load
-
-

Risk

Very High
Very High

Rating

-
5.0

Min SIP Amount

-
₹500

Expense Ratio

1.41
1.71

NAV

₹27.65
₹350.65

Fund Started

29 Mar 2017
08 Mar 2000

Fund Size

₹32.82 Cr
₹10799.00 Cr

Exit Load

-
-

Returns

1 Year
18.72%
13.23%
3 Year
21.87%
17.82%
5 Year
30.59%
30.54%

1 Year

18.72%
13.23%

3 Year

21.87%
17.82%

5 Year

30.59%
30.54%

Holding Analysis

Equity
96.18%
96.62%
Cash
3.82%
3.39%

Equity

96.18%
96.62%

Cash

3.82%
3.39%

Top Holdings

Top 10 Holdings
Name
Assets
Multi Commodity Exchange Of India Ltd.
7.05%
Safari Industries (India) Ltd.
5.24%
Aster DM Healthcare Ltd.
4.37%
Affle (India) Ltd.
4.34%
Sapphire Foods India Ltd.
4.28%
Greenpanel Industries Ltd.
4.18%
Angel One Ltd.
3.91%
Kei Industries Ltd.
3.89%
KSB Ltd.
3.89%
Navin Fluorine International Ltd.
3.04%
Name
Assets
Reliance Industries Ltd.
9.55%
JIO Financial Services Ltd.
8.05%
Samvardhana Motherson International Ltd.
7.54%
Adani Power Ltd.
7.24%
Life Insurance Corporation of India
6.27%
Larsen & Toubro Ltd.
5.80%
Grasim Industries Ltd.
5.73%
Aurobindo Pharma Ltd.
4.93%
Divi's Laboratories Ltd.
4.18%
NTPC Ltd.
4.15%

Top 10 Holdings

Name
Assets
Multi Commodity Exchange Of India Ltd.
7.05%
Safari Industries (India) Ltd.
5.24%
Aster DM Healthcare Ltd.
4.37%
Affle (India) Ltd.
4.34%
Sapphire Foods India Ltd.
4.28%
Greenpanel Industries Ltd.
4.18%
Angel One Ltd.
3.91%
Kei Industries Ltd.
3.89%
KSB Ltd.
3.89%
Navin Fluorine International Ltd.
3.04%
Name
Assets
Reliance Industries Ltd.
9.55%
JIO Financial Services Ltd.
8.05%
Samvardhana Motherson International Ltd.
7.54%
Adani Power Ltd.
7.24%
Life Insurance Corporation of India
6.27%
Larsen & Toubro Ltd.
5.80%
Grasim Industries Ltd.
5.73%
Aurobindo Pharma Ltd.
4.93%
Divi's Laboratories Ltd.
4.18%
NTPC Ltd.
4.15%

Fund Manager

Name
Dwijendra Srivastava
Ankit A Pande
Start Date
03 Nov 2015
22 Aug 2023

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
29 Mar 2017
08 Mar 2000

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

29 Mar 2017
08 Mar 2000