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

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  • (-1.44%)Nav, as on 30-04-2025

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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) 4.11 -2.65 -0.67 17.27 32.92 16.99
BSE 500 3.16 3.34 4.52 13.70 22.17 14.45

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 -0.67 17.27 32.92 1.40 19.67
Axis ELSS Tax Saver Fund - Regular Plan - IDCW Dec 29, 2009 Unrated 7.84 11.24 16.80 1.53 34,176.50
SBI Long Term Equity Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Mar 31, 1993 7.13 24.22 28.32 1.60 27,730.33
Mirae Asset ELSS Tax Saver Fund Regular IDCW Dec 28, 2015 7.69 14.87 23.77 1.58 23,945.24
DSP ELSS Tax Saver Fund - Regular Plan - IDCW Jan 18, 2007 13.18 19.32 26.10 1.65 16,217.91
HDFC ELSS Tax saver - IDCW Plan Mar 31, 1996 13.41 22.81 27.37 1.66 15,555.71

Fund Holdings as on 31-March-2025

  • TREPS

  • Safari Industries (India) Ltd

  • Affle (India) Ltd

  • Multi Commodity Exchange of India Ltd

  • Aster DM Healthcare Ltd

  • Sapphire Foods India Ltd

  • Navin Fluorine International Ltd

  • KSB LTD

  • CSB Bank Ltd

  • Procter & Gamble Health Ltd

  • Green Panel Industries Ltd

  • Ujjivan Small Finance Bank Ltd

  • TVS Holdings Ltd

  • Laurus Labs Ltd

  • KEI Industries Ltd

  • Equitas Small Finance Bank Limited

  • SIS Ltd

  • JK Cement Ltd

  • Angel One Ltd

  • Rate Gain Travel Technologies Ltd

  • Cholamandalam Financial Holdings Ltd

  • RHI Magnesita India Ltd

  • PVR INOX Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Westlife Foodworld Ltd

  • Creditaccess Grameen Ltd

  • Birlasoft Ltd

  • Grindwell Norton Ltd

  • Tata Steel Ltd

  • Transport Corporation of India Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • R Systems International Ltd

  • The Phoenix Mills Ltd

  • Century Plyboards (India) Ltd

  • Can Fin Homes Ltd

  • Carborundum Universal Ltd

  • Brigade Enterprises Ltd

  • MM Forgings Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • Finance - Stock Broking

  • Miscellaneous

  • Household & Personal Products

  • BPO/ITeS

  • Hospital & Healthcare Services

  • IT - Software

  • Consumer Food

  • Chemicals

  • Wood & Wood Products

  • Compressors / Pumps

  • Auto Ancillary

  • Cable

  • Professional Services

  • Cement & Construction Materials

  • Abrasives

  • Finance - Investment

  • Refractories

  • Film Production, Distribution & Entertainment

  • Construction - Real Estate

  • Restaurants

  • Finance - NBFC

  • Steel & Iron Products

  • Logistics

  • Consumer Durables - Domestic Appliances

  • Finance - Housing

  • 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 ₹19.67 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 ₹-0.39(-1.44%)yesterday to ₹26.8407.

Among its top 3 holdings the fund has exposure to TREPS, 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