Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is Σ min(weight) over the stocks both hold, from the latest disclosures.
Side by side
record, cost, returns, drawdown, size
| Measure | SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES III |
|---|---|
| Category | ELSS |
| Share of three-year stretches it beat its category P4 | 70% of 83 |
| Regular plan costs more than Direct by, a year P5 | 0.36% |
| Portfolio turned over a year P1 | 65% |
| Run by P7 | not known |
| 1-year return | 6.8% |
| 3 years p.a. | 12.5% |
| 5 years p.a. | 15.1% |
| Deepest fall (max drawdown) | −24.5% |
| Assets (AUM) | ₹75 Cr |
| Disclosed history | 5.1 yrs |
| Holdings · top ten weight | 41 · 47% |
Funds in different categories are not comparable on returns — a category error is the first thing the postulates refuse to make. Compare each to its own category on its fund page.