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

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  • (-0.34%)Nav, as on 18-07-2025

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Fund Overview IDCW | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

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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 Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) 4.57 16.90 5.09 25.56 34.85 18.95
BSE 500 1.89 7.75 0.26 18.65 21.08 14.58

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 Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) Jun 29, 2018 5.09 25.56 34.85 1.40 23.09
Axis ELSS Tax Saver Fund - Regular Plan - IDCW Dec 29, 2009 Unrated 4.07 16.45 16.94 1.53 36,257.53
SBI ELSS Tax Saver Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Mar 31, 1993 2.49 28.25 27.16 1.58 30,616.22
Mirae Asset ELSS Tax Saver Fund Regular IDCW Dec 28, 2015 4.58 20.05 22.93 1.54 26,537.48
DSP ELSS Tax Saver Fund - Regular Plan - IDCW Jan 18, 2007 3.37 23.23 24.75 1.62 17,427.57
HDFC ELSS Tax saver - IDCW Plan Mar 31, 1996 5.28 25.39 25.98 1.68 16,908

Fund Holdings as on 30-June-2025

  • Multi Commodity Exchange of India Ltd

  • Affle (India) Ltd

  • Aster DM Healthcare Ltd

  • Safari Industries (India) Ltd

  • TREPS

  • Sapphire Foods India Ltd

  • KSB LTD

  • CSB Bank Ltd

  • Ujjivan Small Finance Bank Ltd

  • Navin Fluorine International Ltd

  • TVS Holdings Ltd

  • KEI Industries Ltd

  • Green Panel Industries Ltd

  • Procter & Gamble Health Ltd

  • Laurus Labs Ltd

  • Equitas Small Finance Bank Limited

  • Angel One Ltd

  • JK Cement Ltd

  • Cholamandalam Financial Holdings Ltd

  • SIS Ltd

  • Rate Gain Travel Technologies Ltd

  • PVR INOX Ltd

  • PNB Housing Finance Ltd

  • Creditaccess Grameen Ltd

  • RHI Magnesita India Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Westlife Foodworld Ltd

  • Ganesha Ecosphere Ltd

  • R Systems International Ltd

  • Birlasoft Ltd

  • Tata Steel Ltd

  • Grindwell Norton Ltd

  • The Phoenix Mills Ltd

  • Century Plyboards (India) Ltd

  • Butterfly Gandhimathi Appliances 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

  • BPO/ITeS

  • Hospital & Healthcare Services

  • Household & Personal Products

  • Miscellaneous

  • IT - Software

  • Consumer Food

  • Wood & Wood Products

  • Compressors / Pumps

  • Chemicals

  • Auto Ancillary

  • Cable

  • Finance - Housing

  • Cement & Construction Materials

  • Finance - Investment

  • Professional Services

  • Abrasives

  • Film Production, Distribution & Entertainment

  • Finance - NBFC

  • Refractories

  • Construction - Real Estate

  • Restaurants

  • Textile - Manmade Fibres

  • Steel & Iron Products

  • Consumer Durables - Domestic Appliances

  • Forgings

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Most Recent Dividend

  • 12/12/2023

  • 21/06/2021

  • 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 ₹23.09 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 down ₹-0.11(-0.34%)yesterday to ₹31.1025.

Among its top 3 holdings the fund has exposure to Multi Commodity Exchange of 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