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

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  • 0.35 %Nav, as on 17-09-2025

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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 (₹)

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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) 4.23 3.38 -0.35 19.76 30.72 18.35
BSE 500 3.39 2.06 -2.63 14.81 19.32 14.49

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 -0.35 19.76 30.72 1.40 22.29
Axis ELSS Tax Saver Fund - Regular Plan - IDCW Dec 29, 2009 Unrated -0.65 13.05 15.62 1.54 34,527.72
SBI ELSS Tax Saver Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Mar 31, 1993 -2.17 24.07 24.82 1.58 29,937.40
Mirae Asset ELSS Tax Saver Fund Regular IDCW Dec 28, 2015 0.65 17.07 20.69 1.56 25,562.27
HDFC ELSS Tax saver - IDCW Plan Mar 31, 1996 3.19 22.17 25.03 1.70 16,525.28
DSP ELSS Tax Saver Fund - Regular Plan - IDCW Jan 18, 2007 -2.04 19.32 23.00 1.63 16,474.93

Fund Holdings as on 31-August-2025

  • Aster DM Healthcare Ltd

  • Affle (India) Ltd

  • TREPS

  • Safari Industries (India) Ltd

  • Sapphire Foods India Ltd

  • KSB LTD

  • TVS Holdings Ltd

  • Navin Fluorine International Ltd

  • Laurus Labs Ltd

  • CSB Bank Ltd

  • Procter & Gamble Health Ltd

  • Ujjivan Small Finance Bank Ltd

  • KEI Industries Ltd

  • Green Panel Industries Ltd

  • Multi Commodity Exchange of India Ltd

  • JK Cement Ltd

  • Equitas Small Finance Bank Limited

  • PVR INOX Ltd

  • Rate Gain Travel Technologies Ltd

  • SIS Ltd

  • Creditaccess Grameen Ltd

  • Angel One Ltd

  • Cholamandalam Financial Holdings Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • RHI Magnesita India Ltd

  • Westlife Foodworld Ltd

  • R Systems International Ltd

  • Natco Pharma Ltd

  • Ganesha Ecosphere Ltd

  • PNB Housing Finance Ltd

  • Tata Steel Ltd

  • Birlasoft 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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  • Pharmaceuticals & Drugs

  • Bank - Private

  • Hospital & Healthcare Services

  • BPO/ITeS

  • Miscellaneous

  • Household & Personal Products

  • Finance - Stock Broking

  • IT - Software

  • Consumer Food

  • Wood & Wood Products

  • Compressors / Pumps

  • Auto Ancillary

  • Chemicals

  • Cable

  • Cement & Construction Materials

  • Film Production, Distribution & Entertainment

  • Professional Services

  • Finance - Housing

  • Finance - NBFC

  • Finance - Investment

  • Abrasives

  • Refractories

  • Restaurants

  • Construction - Real Estate

  • 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 ₹22.29 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 ₹0.11(0.35%)yesterday to ₹31.0897.

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