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

Other Plans and Options
  • 0.07 %Nav, as on 07-01-2026

  • Previous Nav

  • Net Change on 07-01-2026

  • PersonalFN Rating

  • Category

  • Assets (Cr.)

  • Expense Ratio

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 (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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) 2.39 2.84 7.14 22.24 25.75 18.09
BSE 500 0.74 3.38 7.21 15.68 15.02 14.41

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 7.14 22.24 25.75 1.18 22.51
Axis ELSS Tax Saver Fund - Direct Plan - IDCW Jan 01, 2013 Unrated 6.24 16.68 11.09 0.81 35,083.65
SBI ELSS Tax Saver Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 2013 7.19 24.74 21.70 0.92 32,326.50
Mirae Asset ELSS Tax Saver Fund - Direct Plan - IDCW Dec 28, 2015 11.57 19.16 17.95 0.56 27,271.27
DSP ELSS Tax Saver Fund - Direct Plan - IDCW Jan 01, 2013 9.77 21.69 20.12 0.66 17,570.07
HDFC ELSS Tax saver - IDCW Option - Direct Plan Jan 01, 2013 11.50 22.46 22.16 1.08 17,241.17

Fund Holdings as on 30-November-2025

  • TREPS

  • Aster DM Healthcare Ltd

  • Safari Industries (India) Ltd

  • Affle (India) Ltd

  • TVS Holdings Ltd

  • Ujjivan Small Finance Bank Ltd

  • CSB Bank Ltd

  • KSB LTD

  • KEI Industries Ltd

  • Sapphire Foods India Ltd

  • Procter & Gamble Health Ltd

  • Green Panel Industries Ltd

  • Rate Gain Travel Technologies Ltd

  • Equitas Small Finance Bank Limited

  • Multi Commodity Exchange of India Ltd

  • Navin Fluorine International Ltd

  • JK Cement Ltd

  • Angel One Ltd

  • MTAR Technologies Ltd

  • Laurus Labs Ltd

  • PVR INOX Ltd

  • Cholamandalam Financial Holdings Ltd

  • SIS Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • RHI Magnesita India Ltd

  • PNB Housing Finance Ltd

  • Natco Pharma Ltd

  • Tata Steel Ltd

  • R Systems International Ltd

  • Westlife Foodworld Ltd

  • Birlasoft Ltd

  • Grindwell Norton Ltd

  • The Phoenix Mills Ltd

  • EID Parry India Ltd

  • Can Fin Homes Ltd

  • Century Plyboards (India) Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Ganesha Ecosphere Ltd

  • Shivalik Bimetal Controls Ltd

  • Brigade Enterprises Ltd

  • Carborundum Universal Ltd

  • MM Forgings Ltd

  • Venus Pipes & Tubes Ltd

  • Cash and Other Net Current Assets

View More

  • Bank - Private

  • Pharmaceuticals & Drugs

  • Finance - Investment

  • Hospital & Healthcare Services

  • Household & Personal Products

  • IT - Software

  • Finance - Stock Broking

  • Miscellaneous

  • BPO/ITeS

  • Wood & Wood Products

  • Compressors / Pumps

  • Cable

  • Consumer Food

  • Chemicals

  • Finance - Housing

  • Cement & Construction Materials

  • Engineering

  • Film Production, Distribution & Entertainment

  • Professional Services

  • Refractories

  • Abrasives

  • Construction - Real Estate

  • Steel & Iron Products

  • Restaurants

  • Sugar

  • Consumer Durables - Domestic Appliances

  • Textile - Manmade Fibres

  • Metal - Non Ferrous

  • Forgings

View More

Most Recent Dividend

  • 12/12/2023

  • 21/06/2021

  • Cash

  • Equity

View More

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 ₹22.51 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 ₹0.02(0.07%)yesterday to ₹32.1369.

Among its top 3 holdings the fund has exposure to TREPS, 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