Compare Sundaram Long Term Tax Advantage Fund Series II vs Bank of India ELSS Tax Saver Fund
Fund Details
Risk | Very High | Very High |
Rating | - | 4.0 |
Min SIP Amount | - | ₹500 |
Expense Ratio | 1.38 | 2.08 |
NAV | ₹34.47 | ₹168.16 |
Fund Started | 03 Nov 2015 | 12 Dec 2008 |
Fund Size | ₹13.58 Cr | ₹1435.90 Cr |
Exit Load | - | - |
Returns
1 Year | 26.13% | 41.04% |
3 Year | 12.34% | 17.60% |
5 Year | 18.27% | 25.38% |
Holding Analysis
Equity | 96.78% | 93.80% |
Cash | 3.22% | 6.16% |
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 investing predominantly in equity and equity-related instruments of companies along with income tax benefit. | 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 | 03 Nov 2015 | 12 Dec 2008 |
