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

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  • Net Change on 27-11-2020

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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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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 9.76 11.68 9.11 5.04 9.94 13.85

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 14.62 12.14 14.02 0.88 22,631.51
Aditya Birla Sun Life Tax Relief 96 - Growth - Direct Plan Jan 01, 2013 8.25 4.86 11.10 0.94 11,157.91
Nippon India Tax Saver Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 Unrated -5.39 -7.63 3.55 1.22 9,003.06
SBI Long Term Equity Fund - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 10.04 3.13 7.96 1.30 7,470.01
HDFC TaxSaver -Direct Plan - Growth Option Dec 31, 2012 Unrated -1.73 -2.15 6.39 1.38 6,648.70

Fund Holdings as on 31-October-2020

  • Navin Fluorine International Ltd

  • Thyrocare Technologies Ltd

  • Grindwell Norton Ltd

  • Vesuvius India Ltd

  • The India Cements Ltd

  • JK Cement Ltd

  • Orient Electric Ltd

  • Hikal Ltd

  • Timken India Ltd

  • HeidelbergCement India Ltd

  • KEI Industries Ltd

  • Ingersoll Rand (India) Ltd

  • Indostar Capital Finance Ltd

  • Ador Welding Ltd

  • TCNS Clothing Co. Ltd

  • INOX Leisure Ltd

  • MM Forgings Ltd

  • TREPS

  • The Phoenix Mills Ltd

  • Heritage Foods Ltd

  • KSB Ltd

  • Sundaram Clayton Ltd

  • Century Plyboards (India) Ltd

  • Indoco Remedies Ltd

  • Brigade Enterprises Ltd

  • Gujarat Narmada Valley Fertilizers & Chemicals Ltd

  • Ashoka Buildcon Ltd

  • Himatsingka Seide Ltd

  • India Nippon Electricals Ltd

  • Healthcare Global Enterprises Ltd

  • Transport Corporation of India Ltd

  • Carborundum Universal Ltd

  • Laurus Labs Ltd

  • KPIT Technologies Ltd

  • Creditaccess Grameen Ltd

  • INEOS Styrolution India Ltd

  • Quess Corp Ltd

  • Salzer Electronics Ltd

  • Persistent Systems Ltd

  • Rajapalayam Mills Ltd

  • Alembic Pharmaceuticals Ltd

  • NRB Bearing Ltd

  • Kalpataru Power Transmission Ltd

  • Kennametal India Ltd

  • DCB Bank Ltd

  • Westlife Development Ltd

  • Rane Holdings Ltd

  • Happiest Minds Technologies Limited

  • Mahindra Holidays & Resorts India Ltd

  • IIFL Securities Ltd

  • Equitas Holdings Ltd

  • International Paper APPM Ltd

  • Valiant Organics Ltd

  • Multi Commodity Exchange of India Ltd

  • Cyient Ltd

  • Equitas Small Finance Bank Ltd

  • Muthoot Capital Services Ltd

  • Magma Fincorp Ltd

  • Can Fin Homes Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Raymond Ltd

  • GMM Pfaudler Ltd

  • Lemon Tree Hotels Ltd

  • Arvind Fashions Ltd

  • Reverse Repo

  • Take Solutions Ltd

  • Thomas Cook (India) Ltd

  • Khadim India Ltd

  • Greenlam Industries Ltd

  • TTK Prestige Ltd

  • Cash and Other Net Current Assets

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  • Pharmaceuticals & Drugs

  • Cement & Construction Materials

  • Chemicals

  • Finance - NBFC

  • Abrasives

  • IT - Software

  • Hospital & Healthcare Services

  • Bearings

  • Construction - Real Estate

  • Cable

  • Textile

  • Auto Ancillary

  • Refractories

  • Miscellaneous

  • Household & Personal Products

  • Engineering - Industrial Equipments

  • Compressors / Pumps

  • Electrodes & Welding Equipment

  • Finance - Investment

  • Bank - Private

  • Film Production, Distribution & Entertainment

  • Forgings

  • Consumer Food

  • Wood & Wood Products

  • Fertilizers

  • Engineering - Construction

  • Hotel, Resort & Restaurants

  • Logistics

  • Textile - Spinning

  • Transmission Towers / Equipments

  • Engineering

  • Finance - Others

  • Paper & Paper Products

  • Finance - Stock Broking

  • Retailing

  • Finance - Housing

  • Textile - Weaving

  • Travel Services

  • Laminates/Decoratives

  • Consumer Durables - Domestic Appliances

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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 ₹25.17 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 ₹0.2(2.09%)yesterday to ₹9.7652.

Among its top 3 holdings the fund has exposure to Navin Fluorine International Ltd, 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