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

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  • 2.23 %Nav, as on 25-03-2026

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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 (₹)

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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) -8.58 -11.42 4.49 16.88 20.45 15.11
BSE 500 -9.64 -11.76 -2.67 13.25 11.18 13.74

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 4.49 16.88 20.45 1.40 21.52
Axis ELSS Tax Saver Fund - Regular Plan - IDCW Dec 29, 2009 Unrated -4.46 13.35 7.48 1.54 33,185.50
SBI ELSS Tax Saver Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Mar 31, 1993 -3.00 20.43 17.47 1.57 32,171.48
Mirae Asset ELSS Tax Saver Fund Regular IDCW Dec 28, 2015 -0.05 14.82 12.31 1.56 26,202.62
DSP ELSS Tax Saver Fund - Regular Plan - IDCW Jan 18, 2007 -3.21 17.55 14.81 1.64 17,249.79
HDFC ELSS Tax saver - IDCW Plan Mar 31, 1996 -2.49 17.96 17.38 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

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  • 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

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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 ₹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 up ₹0.61(2.23%)yesterday to ₹27.8858.

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