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

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Fund Overview Growth | Direct Plan

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  • Benchmark

  • Minimum Investment (₹)

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  • Exit Load (%)

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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 Growth 1.57 -0.25 9.51 21.35 25.25 17.73
BSE 500 -0.42 -0.42 7.89 14.74 14.17 14.30

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 Growth Jun 29, 2018 9.51 21.35 25.25 1.18 22.30
Axis ELSS Tax Saver Fund - Direct Plan - Growth Option Jan 01, 2013 Unrated 7.05 15.95 10.75 0.81 34,262.95
SBI ELSS Tax Saver Fund - DIRECT PLAN -GROWTH Jan 01, 2013 7.81 23.97 20.93 0.92 32,608.80
Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth Dec 28, 2015 12.23 18.54 17.07 0.57 27,195.94
HDFC ELSS Tax saver -Direct Plan - Growth Option Jan 01, 2013 12.09 21.73 21.14 1.08 17,163.37
Nippon India ELSS Tax Saver Fund - Direct Plan Growth Plan Jan 01, 2013 9.72 17.88 18.23 1.02 15,260.29

Fund Holdings as on 31-December-2025

  • Aster DM Healthcare Ltd

  • TREPS

  • Safari Industries (India) Ltd

  • Affle (India) Ltd

  • CSB Bank Ltd

  • TVS Holdings Ltd

  • Ujjivan Small Finance Bank Ltd

  • KEI Industries Ltd

  • KSB LTD

  • Sapphire Foods India Ltd

  • Procter & Gamble Health Ltd

  • Rate Gain Travel Technologies Ltd

  • Green Panel Industries Ltd

  • Equitas Small Finance Bank Limited

  • Navin Fluorine International Ltd

  • JK Cement Ltd

  • MTAR Technologies Ltd

  • Angel One Ltd

  • PVR INOX Ltd

  • Cholamandalam Financial Holdings Ltd

  • SIS Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Brigade Enterprises Ltd

  • RHI Magnesita India Ltd

  • PNB Housing Finance Ltd

  • Natco Pharma Ltd

  • Tata Steel Ltd

  • Birlasoft Ltd

  • R Systems International Ltd

  • Westlife Foodworld Ltd

  • Shivalik Bimetal Controls Ltd

  • Grindwell Norton Ltd

  • The Phoenix Mills Ltd

  • Neogen Chemicals Ltd

  • Can Fin Homes Ltd

  • Century Plyboards (India) Ltd

  • EID Parry India Ltd

  • Amber Enterprises India Ltd

  • Venus Pipes & Tubes Ltd

  • Landmark Cars Ltd

  • Zomato Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Ganesha Ecosphere Ltd

  • Carborundum Universal Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • Finance - Investment

  • Hospital & Healthcare Services

  • IT - Software

  • Household & Personal Products

  • BPO/ITeS

  • Cable

  • Wood & Wood Products

  • Chemicals

  • Miscellaneous

  • Compressors / Pumps

  • Steel & Iron Products

  • Consumer Food

  • Construction - Real Estate

  • Finance - Housing

  • Cement & Construction Materials

  • Engineering

  • Finance - Stock Broking

  • Film Production, Distribution & Entertainment

  • Professional Services

  • Abrasives

  • Refractories

  • Restaurants

  • Sugar

  • Air Conditioners

  • Automobiles - Dealers & Distributors

  • e-Commerce

  • Consumer Durables - Domestic Appliances

  • Textile - Manmade Fibres

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  • 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 ₹22.30 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(0%)yesterday to ₹34.323.

Among its top 3 holdings the fund has exposure to Aster DM Healthcare 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