Pros | - | ![]() Larger AUM within category. ![]() Beats FD returns for both 3Y & 5Y. | ||
Cons | - | ![]() Has not generated consistent returns. ![]() Does not beat the benchmark consistently. ![]() Highly volatile within category. |
INDMoney rank | - | 22/23 | ||
Category,Subcateogry | Equity,Elss (Tax Savings) | Equity,Elss (Tax Savings) | ||
Fund Age | 8 Years | 12 Years | ||
Fund Size | 77 Cr | 35172 Cr | ||
Min Investment | Lumpsum ₹5000 | SIP ₹500 Lumpsum ₹500 | ||
Expense Ratio | 1.25% | 0.8% | ||
Exit Load | 0% | 0% | ||
Benchmark Index | NIFTY Smallcap 100 PR INR | Nifty 500 TR INR |
No of Holdings | 38 | 94 | ||
Top 5 Holdings | Aster DM Healthcare Ltd Ordinary Shares (5.65%) Affle 3i Ltd (5.43%) Safari Industries (India) Ltd (5.4%) Angel One Ltd Ordinary Shares (4.41%) Sapphire Foods India Ltd (4.37%) | HDFC Bank Ltd (8.5%) ICICI Bank Ltd (6.47%) Bharti Airtel Ltd (4.28%) Bajaj Finance Ltd (4.08%) Infosys Ltd (3.13%) | ||
No of Sectors | 8 | 11 | ||
Top 3 Sectors | Financial Services (23.96%) Industrial (22.01%) Consumer Cyclical (16.76%) | Financial Services (30.87%) Consumer Cyclical (14.78%) Industrial (11.23%) | ||
Equity % | 95.17% | 97.42% | ||
Debt % | - | - | ||
P/E | 32.44 | 30.17 | ||
P/B | 3.77 | 5.06 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | -2.63% | -0.37% | ||
3-Month Return | 0.97% | 0.66% | ||
6-Month Return | 19.38% | 13.19% | ||
1-Year Return | -4.46% | -0.31% | ||
3-Year Return | 18.21% | 12.6% | ||
5-Year Return | 29.2% | 15.56% |
Sharpe | 0.9 | 0.58 | ||
Alpha | 1.48 | -1.5 | ||
Beta | 0.73 | 0.88 | ||
Standard Deviation | 16.14 | 13.14 | ||
Information Ratio | -0.38 | -0.52 |
Description | Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | Axis ELSS Tax Saver Fund Direct Plan Growth Option is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Rohit Seksaria,Sudhir Kedia | Shreyash Devalkar,Ashish Naik |