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

Other Plans and Options
  • (-1.63%)Nav, as on 30-03-2026

  • Previous Nav

  • Net Change on 30-03-2026

  • PersonalFN Rating

  • Category

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | 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 (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 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
Sundaram Long Term Tax Advantage Fund Series IV Regular Growth -9.40 -11.22 4.95 16.25 20.00 14.96
BSE 500 -11.40 -13.34 -4.16 12.11 10.29 13.63

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 Growth Jun 29, 2018 4.95 16.25 20.00 1.40 21.52
Axis ELSS Tax Saver Fund - Regular Plan - Growth Dec 29, 2009 Unrated -5.85 12.14 6.82 1.54 33,185.50
SBI ELSS Tax Saver Fund - REGULAR PLAN- GROWTH Mar 31, 1993 -4.25 19.23 16.54 1.57 32,171.48
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 -1.69 13.51 11.27 1.56 26,202.62
DSP ELSS Tax Saver Fund - Regular Plan - Growth Jan 18, 2007 -4.97 16.42 13.71 1.64 17,249.79
HDFC ELSS Tax saver-Growth Plan Mar 31, 1996 -4.11 16.75 16.35 1.70 16,618.14

Fund Holdings as on 28-February-2026

  • Aster DM Healthcare Ltd

  • TREPS

  • TVS Holdings Ltd

  • Ujjivan Small Finance Bank Ltd

  • Safari Industries (India) Ltd

  • Affle (India) Ltd

  • CSB Bank Ltd

  • KSB LTD

  • MTAR Technologies Ltd

  • KEI Industries Ltd

  • Zomato Ltd

  • Equitas Small Finance Bank Limited

  • Sapphire Foods India Ltd

  • Procter & Gamble Health Ltd

  • Green Panel Industries Ltd

  • JK Cement Ltd

  • Rate Gain Travel Technologies Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Angel One Ltd

  • PVR INOX Ltd

  • SIS Ltd

  • Cholamandalam Financial Holdings Ltd

  • Natco Pharma Ltd

  • RHI Magnesita India Ltd

  • PNB Housing Finance Ltd

  • Landmark Cars Ltd

  • Brigade Enterprises Ltd

  • Neogen Chemicals Ltd

  • Birlasoft Ltd

  • Shivalik Bimetal Controls Ltd

  • Amber Enterprises India Ltd

  • Grindwell Norton Ltd

  • Westlife Foodworld Ltd

  • Aavas Financiers Ltd

  • R Systems International Ltd

  • Venus Pipes & Tubes Ltd

  • Can Fin Homes Ltd

  • Century Plyboards (India) Ltd

  • EID Parry India Ltd

  • Cash and Other Net Current Assets

  • Butterfly Gandhimathi Appliances Ltd

  • Ganesha Ecosphere Ltd

  • Carborundum Universal Ltd

View More

  • Bank - Private

  • Pharmaceuticals & Drugs

  • Finance - Investment

  • Hospital & Healthcare Services

  • Miscellaneous

  • IT - Software

  • Household & Personal Products

  • BPO/ITeS

  • Compressors / Pumps

  • Engineering

  • Cable

  • Wood & Wood Products

  • Finance - Housing

  • e-Commerce

  • Consumer Food

  • Cement & Construction Materials

  • Steel & Iron Products

  • Finance - Stock Broking

  • Film Production, Distribution & Entertainment

  • Abrasives

  • Professional Services

  • Refractories

  • Automobiles - Dealers & Distributors

  • Construction - Real Estate

  • Chemicals

  • Air Conditioners

  • Restaurants

  • Sugar

  • Consumer Durables - Domestic Appliances

  • Textile - Manmade Fibres

View More

  • Cash

  • Equity

View More

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 ₹21.52 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 ₹-0.49(-1.63%)yesterday to ₹29.4871.

Among its top 3 holdings the fund has exposure to Aster DM Healthcare 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