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

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  • 0.24 %Nav, as on 30-06-2025

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

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  • 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 Growth 6.02 18.74 3.68 26.73 34.88 19.08
BSE 500 3.43 10.32 3.95 20.19 22.47 14.65

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 3.68 26.73 34.88 1.18 21.83
Axis ELSS Tax Saver Fund - Direct Plan - Growth Option Jan 01, 2013 Unrated 7.86 19.79 18.65 0.80 35,358.19
SBI ELSS Tax Saver Fund - DIRECT PLAN -GROWTH Jan 01, 2013 6.11 30.67 29.15 0.93 29,667.41
Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth Dec 28, 2015 8.58 22.26 25.68 0.59 25,567.42
DSP ELSS Tax Saver Fund - Direct Plan - Growth Jan 01, 2013 9.19 26.05 27.18 0.74 16,973.99
HDFC ELSS Tax saver -Direct Plan - Growth Option Jan 01, 2013 9.50 27.61 28.15 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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  • 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 ₹0.08(0.24%)yesterday to ₹34.0011.

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