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

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  • Net Change on 23-08-2019

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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 (₹)

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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 -4.69 -7.87 -11.05 6.22 6.68 13.66

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 - Growth Dec 29, 2009 -5.51 9.54 11.63 1.76 18,952.64
Reliance Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated -20.49 -2.06 3.22 1.73 9,659.29
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 29, 1996 -14.32 5.94 10.14 2.04 8,416.36
HDFC TaxSaver-Growth Plan Mar 31, 1996 -12.28 4.33 4.83 1.97 6,979.02
SBI MAGNUM TAXGAIN SCHEME 1993 - REGULAR PLAN- GROWTH Mar 31, 1993 Unrated -12.16 2.53 5.19 1.99 6,740.92

Fund Holdings as on 31-July-2019

  • TCNS Clothing Co. Ltd

  • JK Cement Ltd

  • Orient Electric Ltd

  • Vesuvius India Ltd

  • (b) Share Application Money pending Allotment

  • Grindwell Norton Ltd

  • Creditaccess Grameen Ltd

  • HeidelbergCEMENT India Ltd

  • Ashoka Buildcon Ltd

  • Thyrocare Technologies Ltd

  • KEI Industries Ltd

  • Navin Fluorine International Ltd

  • Timken India Ltd

  • Ador Welding Ltd

  • KSB Ltd

  • Rane Holdings Ltd

  • INOX Leisure Ltd

  • Ingersoll Rand (India) Ltd

  • Equitas Holdings Ltd

  • Sundaram Clayton Ltd

  • Hikal Ltd

  • The India Cements Ltd

  • MM Forgings Ltd

  • Thomas Cook (India) Ltd

  • Indostar Capital Finance Ltd

  • Heritage Foods Ltd

  • NRB Bearing Ltd

  • Persistent Systems Ltd

  • Transport Corporation of India Ltd

  • Carborundum Universal Ltd

  • Brigade Enterprises Ltd

  • Himatsingka Seide Ltd

  • Rajapalayam Mills Ltd

  • Kennametal India Ltd

  • Salzer Electronics Ltd

  • Arvind Fashions Ltd

  • Shanthi Gears Ltd

  • India Nippon Electricals Ltd

  • Mahindra Holidays & Resorts India Ltd

  • Magma Fincorp Ltd

  • LG Balakrishnan & Bros Ltd

  • TREPS

  • Laurus Labs Ltd

  • KPIT Technologies Ltd

  • NCC Ltd

  • Raymond Ltd

  • Muthoot Capital Services Ltd

  • Take Solutions Ltd

  • Greenlam Industries Ltd

  • Khadim India Ltd

  • Cash and Other Net Current Assets

  • JM FInancial Ltd

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  • Finance - NBFC

  • Cement & Construction Materials

  • Auto Ancillary

  • Textile

  • Abrasives

  • Bearings

  • Engineering - Construction

  • Cable

  • Household & Personal Products

  • Miscellaneous

  • Refractories

  • IT - Software

  • Pharmaceuticals & Drugs

  • Hospital & Healthcare Services

  • Chemicals

  • Electrodes & Welding Equipment

  • Engineering - Industrial Equipments

  • Finance - Investment

  • Film Production, Distribution & Entertainment

  • Compressors / Pumps

  • Forgings

  • Travel Services

  • Consumer Food

  • Retailing

  • Logistics

  • Construction - Real Estate

  • Textile - Spinning

  • Engineering

  • Hotel, Resort & Restaurants

  • Textile - Weaving

  • Laminates/Decoratives

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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 ₹25.09 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 ₹0.05(0.6%)yesterday to ₹8.29.

Among its top 3 holdings the fund has exposure to TCNS Clothing Co. Ltd, JK Cement Ltd and Orient Electric Ltd

The Sundaram Long Term Tax Advantage Fund Series-IV is managed by Dwijendra Srivastava and S. Krishnakumar.

Fund House Contact

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

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

Fund Manager

  • Cash

  • Equity

  • Unrated

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