Sundaram Long Term Tax Advantage Fund Series-IV - IDCW - Direct Plan

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  • 0.18 %Nav, as on 04-07-2025

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Fund Overview IDCW | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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Fund Objective

The investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Long Term Tax Advantage Fund Series IV Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) 6.23 22.39 3.52 27.09 34.81 19.27
BSE 500 3.29 12.91 2.13 19.85 21.76 14.63

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Long Term Tax Advantage Fund Series IV Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) Jun 29, 2018 3.52 27.09 34.81 1.18 21.83
Axis ELSS Tax Saver Fund - Direct Plan - IDCW Jan 01, 2013 Unrated 6.36 18.82 18.25 0.80 35,358.19
SBI ELSS Tax Saver Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 2013 3.96 30.21 28.54 0.93 29,667.41
Mirae Asset ELSS Tax Saver Fund - Direct Plan - IDCW Dec 28, 2015 7.00 21.87 24.93 0.59 25,567.42
DSP ELSS Tax Saver Fund - Direct Plan - IDCW Jan 01, 2013 6.67 25.57 26.60 0.74 16,973.99
HDFC ELSS Tax saver - IDCW Option - Direct Plan Jan 01, 2013 7.69 27.21 27.52 1.05 16,453.67

Fund Holdings as on 31-May-2025

  • Safari Industries (India) Ltd

  • Multi Commodity Exchange of India Ltd

  • TREPS

  • Aster DM Healthcare Ltd

  • Affle (India) Ltd

  • Sapphire Foods India Ltd

  • KSB LTD

  • TVS Holdings Ltd

  • CSB Bank Ltd

  • Ujjivan Small Finance Bank Ltd

  • Navin Fluorine International Ltd

  • KEI Industries Ltd

  • Green Panel Industries Ltd

  • Procter & Gamble Health Ltd

  • Equitas Small Finance Bank Limited

  • Angel One Ltd

  • Laurus Labs Ltd

  • SIS Ltd

  • JK Cement Ltd

  • Cholamandalam Financial Holdings Ltd

  • PVR INOX Ltd

  • Rate Gain Travel Technologies Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • PNB Housing Finance Ltd

  • RHI Magnesita India Ltd

  • Creditaccess Grameen Ltd

  • Westlife Foodworld Ltd

  • Grindwell Norton Ltd

  • Birlasoft Ltd

  • Tata Steel Ltd

  • R Systems International Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • The Phoenix Mills Ltd

  • Century Plyboards (India) Ltd

  • Can Fin Homes Ltd

  • Brigade Enterprises Ltd

  • Carborundum Universal Ltd

  • MM Forgings Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Finance - Stock Broking

  • Pharmaceuticals & Drugs

  • Household & Personal Products

  • Miscellaneous

  • Hospital & Healthcare Services

  • BPO/ITeS

  • IT - Software

  • Consumer Food

  • Compressors / Pumps

  • Wood & Wood Products

  • Auto Ancillary

  • Chemicals

  • Cable

  • Finance - Housing

  • Professional Services

  • Cement & Construction Materials

  • Finance - Investment

  • Abrasives

  • Film Production, Distribution & Entertainment

  • Refractories

  • Finance - NBFC

  • Construction - Real Estate

  • Restaurants

  • Steel & Iron Products

  • Consumer Durables - Domestic Appliances

  • Forgings

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Most Recent Dividend

  • 12/12/2023

  • 21/06/2021

  • Cash

  • Equity

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About Sundaram Long Term Tax Advantage Fund Series-IV

Scheme Analysis

Sundaram Long Term Tax Advantage Fund Series-IV is a Equity - ELSS fund and belongs to Sundaram Mutual Fund. It was launched on 29-Jun-2018 and currently has an AUM of ₹21.83 crore. Sundaram Long Term Tax Advantage Fund Series-IV is benchmarked against BSE 500 as primary index.

The NAV of Sundaram Long Term Tax Advantage Fund Series-IV ended up ₹0.06(0.18%)yesterday to ₹31.6607.

Among its top 3 holdings the fund has exposure to Safari Industries (India) Ltd, and

The Sundaram Long Term Tax Advantage Fund Series-IV is managed by Rohit Seksaria .

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156