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

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Fund Overview Growth | Regular Plan

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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 Growth 7.20 11.58 4.30 23.31 36.75 17.94
BSE 500 4.12 8.41 6.42 17.05 24.67 14.53

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 4.30 23.31 36.75 1.40 20.35
Axis ELSS Tax Saver Fund - Regular Plan - Growth Dec 29, 2009 Unrated 10.38 16.79 19.49 1.53 34,949.86
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 9.31 28.93 31.01 1.59 28,506.07
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 10.71 19.36 27.44 1.57 24,774.08
DSP ELSS Tax Saver Fund - Regular Plan - Growth Jan 18, 2007 15.03 23.66 28.85 1.64 16,637.95
HDFC ELSS Tax saver-Growth Plan Mar 31, 1996 14.47 26.57 30.47 1.66 16,232.40

Fund Holdings as on 30-April-2025

  • Multi Commodity Exchange of India Ltd

  • TREPS

  • Safari Industries (India) Ltd

  • Aster DM Healthcare Ltd

  • Affle (India) Ltd

  • Sapphire Foods India Ltd

  • Navin Fluorine International Ltd

  • KSB LTD

  • CSB Bank Ltd

  • Ujjivan Small Finance Bank Ltd

  • Equitas Small Finance Bank Limited

  • Green Panel Industries Ltd

  • TVS Holdings Ltd

  • Procter & Gamble Health Ltd

  • KEI Industries Ltd

  • Laurus Labs Ltd

  • SIS Ltd

  • JK Cement Ltd

  • Angel One Ltd

  • Cholamandalam Financial Holdings Ltd

  • Rate Gain Travel Technologies Ltd

  • PVR INOX Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • RHI Magnesita India Ltd

  • Creditaccess Grameen Ltd

  • Westlife Foodworld Ltd

  • Birlasoft Ltd

  • Grindwell Norton Ltd

  • Transport Corporation of India Ltd

  • Tata Steel Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • R Systems International 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

  • Miscellaneous

  • Household & Personal Products

  • Hospital & Healthcare Services

  • BPO/ITeS

  • Consumer Food

  • IT - Software

  • Chemicals

  • Wood & Wood Products

  • Compressors / Pumps

  • Auto Ancillary

  • Cable

  • Professional Services

  • Cement & Construction Materials

  • Finance - Investment

  • Abrasives

  • Film Production, Distribution & Entertainment

  • Construction - Real Estate

  • Refractories

  • Finance - NBFC

  • Restaurants

  • Logistics

  • Steel & Iron Products

  • Consumer Durables - Domestic Appliances

  • Finance - Housing

  • 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 ₹20.35 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 ₹-0.09(-0.3%)yesterday to ₹31.0933.

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 Sudhir Kedia and Rohit Seksaria.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156