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See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
Sundaram MFSundaram Long Term Tax Advantage Fund - Series IV - Growth - Direct Plan
₹36.45 as on 16 Sep 2026
Key Metrics Comparison
| Metric | Sundaram Long Term Tax Advantage Fund - Series IV - Growth - Direct Plan | 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 | ₹36.45 (16 Sep 2026) | ₹452.55 (16 Sep 2026) |
| Rating | ★★★★★ | ★★★★★ |
| Benchmark | BSE 500 | NIFTY 500 - TRI |
| Fund Manager | Rohit Seksaria | Sandeep Tandon |
| Inception | 29 Jun 2018 | 07 Jan 2013 |
| Returns | ||
| 1Y | 5.84% | 9.73% |
| 3Y | 12.51% | 13.52% |
| 5Y | 16.58% | 14.64% |
| Since Inception | 17.04% | 19.56% |
| Risk | ||
| 17.56 | 16.32 | |
| 1.12 | 1.09 | |
| 0.77 | 0.75 | |
| 4.55 | 2.04 | |
| 1.51 | 1.52 | |
| -13.32% | -10.46% | |
| Costs | ||
| Expense Ratio | 1.02% | 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 MF100%
Quant MF100%
0.0%Only 0.0% 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.
Category context: ELSS (Tax Saver) vs ELSS (Tax Saver). Open the full Screener →