Pros | - | ![]() Generated Consistent Returns. ![]() Lower probablity of downside risk. ![]() Outperformed benchmarks during bull run. | ||
Cons | - | - |
INDMoney rank | - | 3/23 | ||
Category,Subcateogry | Equity,Elss (Tax Savings) | Equity,Elss (Tax Savings) | ||
Fund Age | 8 Years | 12 Years | ||
Fund Size | 36 Cr | 30271 Cr | ||
Min Investment | Lumpsum ₹5000 | SIP ₹500 Lumpsum ₹500 | ||
Expense Ratio | 1.33% | 0.95% | ||
Exit Load | 0% | 0% | ||
Benchmark Index | IISL Nifty Free Float Smallcap 100 INR | BSE 500 India TR INR |
No of Holdings | 38 | 72 | ||
Top 5 Holdings | Safari Industries (India) Ltd (5.67%) Aster DM Healthcare Ltd Ordinary Shares (5.64%) Affle 3i Ltd (4.87%) Angel One Ltd Ordinary Shares (4.51%) Sapphire Foods India Ltd (4.23%) | HDFC Bank Ltd (9.53%) Reliance Industries Ltd (5.18%) ICICI Bank Ltd (3.63%) Tata Steel Ltd (3.23%) Cipla Ltd (3.13%) | ||
No of Sectors | 8 | 12 | ||
Top 3 Sectors | Financial Services (24.51%) Industrial (20.28%) Consumer Cyclical (17.13%) | Financial Services (31.42%) Basic Materials (10.7%) Consumer Cyclical (9.93%) | ||
Equity % | 94.93% | 93.74% | ||
Debt % | - | 0.13% | ||
P/E | 32.28 | 21.58 | ||
P/B | 3.74 | 3.04 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | -3.42% | -2.01% | ||
3-Month Return | 0.88% | -1.71% | ||
6-Month Return | 19.24% | 10.71% | ||
1-Year Return | -3.74% | -4.52% | ||
3-Year Return | 18.44% | 23.46% | ||
5-Year Return | 29.73% | 25.42% |
Sharpe | - | - | ||
Alpha | 6.23 | 8.2 | ||
Beta | 0.9 | 0.95 | ||
Standard Deviation | 15.82 | 13.48 | ||
Information Ratio | 0.54 | 2.38 |
Description | Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | SBI ELSS Tax Saver Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Sudhir Kedia,Rohit Seksaria | Dinesh Balachandran |