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

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  • Net Change on 16-04-2021

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Fund Overview Growth | 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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  • 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
S&P BSE 500 -1.71 3.22 66.39 9.89 13.50 14.32

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.)
Axis Long Term Equity Fund - Direct Plan - Growth Option Jan 01, 2013 54.82 13.34 16.45 0.72 27,870
Aditya Birla Sun Life Tax Relief 96 - Growth - Direct Plan Jan 01, 2013 47.33 7.30 13.36 0.97 13,647.28
Nippon India Tax Saver Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 Unrated 63.72 1.79 8.17 1.08 11,219.23
SBI Long Term Equity Fund - DIRECT PLAN -GROWTH Jan 01, 2013 61.87 9.32 11.83 1.25 9,257.60
ICICI Prudential Long Term Equity Fund (Tax Saving) - Direct Plan - Growth Jan 01, 2013 61.24 11.42 14.00 1.25 8,310.40

Fund Holdings as on 31-March-2021

  • TREPS

  • Grindwell Norton Ltd

  • Navin Fluorine International Ltd

  • The India Cements Ltd

  • JK Cement Ltd

  • Orient Electric Ltd

  • KSB Ltd

  • KEI Industries Ltd

  • Equitas Holdings Ltd

  • Sundaram Clayton Ltd

  • Century Plyboards (India) Ltd

  • MM Forgings Ltd

  • HeidelbergCement India Ltd

  • TCNS Clothing Co. Ltd

  • Ashoka Buildcon Ltd

  • Brigade Enterprises Ltd

  • KPIT Technologies Ltd

  • Timken India Ltd

  • Healthcare Global Enterprises Ltd

  • The Phoenix Mills Ltd

  • Ador Welding Ltd

  • Vesuvius India Ltd

  • Quess Corp Ltd

  • Thyrocare Technologies Ltd

  • Indostar Capital Finance Ltd

  • Hikal Ltd

  • Persistent Systems Ltd

  • Gujarat Narmada Valley Fertilizers & Chemicals Ltd

  • NRB Bearing Ltd

  • INOX Leisure Ltd

  • Indoco Remedies Ltd

  • Happiest Minds Technologies Limited

  • Cyient Ltd

  • Kalpataru Power Transmission Ltd

  • India Nippon Electricals Ltd

  • Can Fin Homes Ltd

  • Heritage Foods Ltd

  • Rajapalayam Mills Ltd

  • Himatsingka Seide Ltd

  • IDFC Ltd

  • CG Power and Industrial Solutions Ltd

  • Kennametal India Ltd

  • Transport Corporation of India Ltd

  • Reverse Repo

  • Tata Metaliks Ltd

  • Laurus Labs Ltd

  • Safari Industries (India) Ltd

  • DCB Bank Ltd

  • Rane Holdings Ltd

  • Westlife Development Ltd

  • Stove Kraft Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Carborundum Universal Ltd

  • Creditaccess Grameen Ltd

  • Home First Finance Company India Ltd

  • Mahindra Holidays & Resorts India Ltd

  • Andhra Paper Ltd

  • Navneet Education Ltd

  • IIFL Securities Ltd

  • Khadim India Ltd

  • Alembic Pharmaceuticals Ltd

  • Salzer Electronics Ltd

  • Valiant Organics Ltd

  • Easy Trip Planners Ltd

  • Multi Commodity Exchange of India Ltd

  • Ingersoll Rand (India) Ltd

  • Lemon Tree Hotels Ltd

  • Arvind Fashions Ltd

  • Take Solutions Ltd

  • Cash and Other Net Current Assets

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  • Cement & Construction Materials

  • IT - Software

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Abrasives

  • Chemicals

  • Consumer Durables - Domestic Appliances

  • Construction - Real Estate

  • Auto Ancillary

  • Bearings

  • Textile

  • Cable

  • Engineering - Industrial Equipments

  • Wood & Wood Products

  • Finance - Housing

  • Forgings

  • Finance - Investment

  • Engineering - Construction

  • Electrodes & Welding Equipment

  • Refractories

  • Hospital & Healthcare Services

  • Fertilizers

  • Film Production, Distribution & Entertainment

  • Transmission Towers / Equipments

  • Hotel, Resort & Restaurants

  • Textile - Spinning

  • Consumer Food

  • Electric Equipment

  • Engineering

  • Retailing

  • Logistics

  • Steel/Sponge Iron/Pig Iron

  • Bank - Private

  • Finance - Others

  • Paper & Paper Products

  • Printing And Publishing

  • Travel Services

  • Finance - Stock Broking

  • Compressors / Pumps

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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 ₹34.90 crore. Sundaram Long Term Tax Advantage Fund Series-IV is benchmarked against S&P BSE 500 as primary index.

The NAV of Sundaram Long Term Tax Advantage Fund Series-IV ended up ₹0.13(1.13%)yesterday to ₹11.9747.

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

The Sundaram Long Term Tax Advantage Fund Series-IV is managed by Dwijendra Srivastava and Ratish Varier.

Fund House Contact

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

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