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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 IV - IDCW - Direct Plan
₹30.81 as on 30 Oct 2026
Bank of India MFBank of India Midcap Tax Fund - Series 1 - Growth - Direct Plan
₹29.53 as on 30 Oct 2026
Key Metrics Comparison
| Metric | Sundaram Long Term Tax Advantage Fund - Series IV - IDCW - Direct Plan | Bank of India Midcap Tax Fund - Series 1 - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Sundaram MF | Bank of India MF |
| Category | Equity - ELSS - Tax Saver Fund | Equity - ELSS - Tax Saver Fund |
| NAV | ₹30.81 (30 Oct 2026) | ₹29.53 (30 Oct 2026) |
| Rating | ★★★ | ★★★★★ |
| Benchmark | BSE 500 | BSE 500 - TRI |
| Fund Manager | Rohit Seksaria | Nilesh Jethani |
| Inception | 29 Jun 2018 | 19 Feb 2018 |
| Returns | ||
| 1Y | -2.17% | 3.69% |
| 3Y | 10.23% | 14.61% |
| 5Y | 14.36% | 11.05% |
| Since Inception | 15.91% | 13.38% |
| Risk | ||
| 17.30 | 17.49 | |
| 1.10 | 1.14 | |
| 0.38 | 0.51 | |
| 3.72 | 6.08 | |
| 0.74 | 0.98 | |
| -13.32% | -12.85% | |
| Costs | ||
| Expense Ratio | 1.02% | 1.02% |
| Exit Load | — | — |
| Min SIP | — | — |
| 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%
Bank of India…100%
0.0%Only 0.0% of holdings by weight are common between Sundaram MF and Bank of India 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 →