⚖
Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
Sundaram MFSundaram Long Term Tax Advantage Fund - Series II - Regular Plan - IDCW
₹27.03 as on 23 Mar 2026
Key Metrics Comparison
| Metric | Sundaram Long Term Tax Advantage Fund - Series II - Regular Plan - IDCW | Quant ELSS Tax Saver Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Sundaram MF | Quant MF |
| Category | Equity - ELSS - Tax Saver Fund | Equity - ELSS - Tax Saver Fund |
| NAV | ₹27.03 (23 Mar 2026) | ₹452.55 (16 Sep 2026) |
| Rating | ★★★ | ★★★★★ |
| Benchmark | BSE 500 | NIFTY 500 - TRI |
| Fund Manager | Rohit Seksaria | Sandeep Tandon |
| Inception | 21 Mar 2016 | 07 Jan 2013 |
| Returns | ||
| 1Y | — | 9.73% |
| 3Y | — | 13.52% |
| 5Y | — | 14.64% |
| Since Inception | — | 19.56% |
| Risk | ||
| — | 16.32 | |
| — | 1.09 | |
| — | 0.75 | |
| — | 2.04 | |
| — | 1.52 | |
| — | -10.46% | |
| Costs | ||
| Expense Ratio | 1.38% | 1.21% |
| Exit Load | — | Nil |
| Min SIP | — | ₹500 |
| Min Lumpsum | ₹500 | ₹500 |
| Lock-in | 3 years | 3 years |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
Sundaram MF82%
Quant MF82%
17.9%Only 17.9% of holdings by weight are common between Sundaram MF and Quant MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingSundaram MFQuant MF
ICICI Bank Ltd.9.20%9.85%
Bharti Airtel Ltd.6.17%4.20%
Infosys Ltd.4.96%2.60%
Reliance Industries Ltd.7.43%1.88%
Category context: ELSS (Tax Saver) vs ELSS (Tax Saver). Open the full Screener →