Sundaram Long Term Tax Advantage Fund Series-IV - Dividend - Regular Plan

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Fund Overview Dividend | Regular 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 7.15 21.69 19.31 6.76 13.90 14.29

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 - Regular Plan - Dividend Dec 29, 2009 19.58 10.55 15.24 1.62 27,180.98
Aditya Birla Sun Life Tax Relief '96 - Dividend Option Mar 29, 1996 16.23 4.63 12.85 1.86 13,037.35
Nippon India Tax Saver (ELSS) Fund- Dividend Plan- Annual Dividend Payout Option Feb 10, 2015 Unrated 3.37 -6.55 6.56 1.96 10,563.69
Nippon India Tax Saver (ELSS) Fund-Dividend Plan-Dividend Option Sep 21, 2005 Unrated 3.38 -6.54 6.57 1.96 10,563.69
SBI Long Term Equity Fund - REGULAR PLAN - DIVIDEND Mar 31, 1993 Unrated 18.69 4.02 11.32 1.90 8,766.65

Fund Holdings as on 31-December-2020

  • Navin Fluorine International Ltd

  • Grindwell Norton Ltd

  • The India Cements Ltd

  • Vesuvius India Ltd

  • Burger King India Ltd

  • KEI Industries Ltd

  • Orient Electric Ltd

  • HeidelbergCement India Ltd

  • JK Cement Ltd

  • Sundaram Clayton Ltd

  • Timken India Ltd

  • MM Forgings Ltd

  • KSB Ltd

  • The Phoenix Mills Ltd

  • Thyrocare Technologies Ltd

  • Hikal Ltd

  • Ashoka Buildcon Ltd

  • Brigade Enterprises Ltd

  • INOX Leisure Ltd

  • TCNS Clothing Co. Ltd

  • Century Plyboards (India) Ltd

  • Ador Welding Ltd

  • Indostar Capital Finance Ltd

  • Healthcare Global Enterprises Ltd

  • INEOS Styrolution India Ltd

  • Mrs. Bectors Food Specialities Ltd

  • KPIT Technologies Ltd

  • Indoco Remedies Ltd

  • NRB Bearing Ltd

  • Gujarat Narmada Valley Fertilizers & Chemicals Ltd

  • DCB Bank Ltd

  • Heritage Foods Ltd

  • Quess Corp Ltd

  • Rane Holdings Ltd

  • Equitas Holdings Ltd

  • Himatsingka Seide Ltd

  • Persistent Systems Ltd

  • Transport Corporation of India Ltd

  • India Nippon Electricals Ltd

  • Laurus Labs Ltd

  • Creditaccess Grameen Ltd

  • Kalpataru Power Transmission Ltd

  • Ingersoll Rand (India) Ltd

  • Rajapalayam Mills Ltd

  • TREPS

  • Westlife Development Ltd

  • Kennametal India Ltd

  • Alembic Pharmaceuticals Ltd

  • Mahindra Holidays & Resorts India Ltd

  • Tata Metaliks Ltd

  • IDFC Ltd

  • Navneet Education Ltd

  • IIFL Securities Ltd

  • Carborundum Universal Ltd

  • International Paper APPM Ltd

  • Can Fin Homes Ltd

  • Cyient Ltd

  • Happiest Minds Technologies Limited

  • Salzer Electronics Ltd

  • Multi Commodity Exchange of India Ltd

  • Graphite India Ltd

  • Valiant Organics Ltd

  • Equitas Small Finance Bank Ltd

  • Muthoot Capital Services Ltd

  • Magma Fincorp Ltd

  • Lemon Tree Hotels Ltd

  • Arvind Fashions Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Take Solutions Ltd

  • Khadim India Ltd

  • Reverse Repo

  • Cash and Other Net Current Assets

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  • Cement & Construction Materials

  • Chemicals

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • IT - Software

  • Abrasives

  • Hotel, Resort & Restaurants

  • Construction - Real Estate

  • Bearings

  • Auto Ancillary

  • Cable

  • Textile

  • Refractories

  • Miscellaneous

  • Consumer Food

  • Electrodes & Welding Equipment

  • Finance - Investment

  • Household & Personal Products

  • Forgings

  • Bank - Private

  • Engineering - Industrial Equipments

  • Hospital & Healthcare Services

  • Engineering - Construction

  • Film Production, Distribution & Entertainment

  • Wood & Wood Products

  • Fertilizers

  • Logistics

  • Transmission Towers / Equipments

  • Compressors / Pumps

  • Textile - Spinning

  • Finance - Others

  • Engineering

  • Steel/Sponge Iron/Pig Iron

  • Printing And Publishing

  • Paper & Paper Products

  • Finance - Housing

  • Retailing

  • Finance - Stock Broking

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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 ₹31.35 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 down ₹-0.08(-0.7%)yesterday to ₹10.8278.

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