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

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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) 1.56 -0.30 9.28 21.06 24.97 17.41
BSE 500 -0.42 -0.42 7.89 14.74 14.17 14.30

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 9.28 21.06 24.97 1.40 22.30
Axis ELSS Tax Saver Fund - Regular Plan - IDCW Dec 29, 2009 Unrated 6.27 15.10 9.88 1.54 34,262.95
SBI ELSS Tax Saver Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Mar 31, 1993 7.13 23.14 20.15 1.57 32,608.80
Mirae Asset ELSS Tax Saver Fund Regular IDCW Dec 28, 2015 11.16 17.35 15.78 1.54 27,195.94
HDFC ELSS Tax saver - IDCW Plan Mar 31, 1996 11.40 20.99 20.43 1.70 17,163.37
Nippon India ELSS Tax Saver Fund - ANNUAL IDCW Option Feb 10, 2015 8.97 17.09 17.42 1.70 15,260.29

Fund Holdings as on 31-December-2025

  • Aster DM Healthcare Ltd

  • TREPS

  • Safari Industries (India) Ltd

  • Affle (India) Ltd

  • CSB Bank Ltd

  • TVS Holdings Ltd

  • Ujjivan Small Finance Bank Ltd

  • KEI Industries Ltd

  • KSB LTD

  • Sapphire Foods India Ltd

  • Procter & Gamble Health Ltd

  • Rate Gain Travel Technologies Ltd

  • Green Panel Industries Ltd

  • Equitas Small Finance Bank Limited

  • Navin Fluorine International Ltd

  • JK Cement Ltd

  • MTAR Technologies Ltd

  • Angel One Ltd

  • PVR INOX Ltd

  • Cholamandalam Financial Holdings Ltd

  • SIS Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Brigade Enterprises Ltd

  • RHI Magnesita India Ltd

  • PNB Housing Finance Ltd

  • Natco Pharma Ltd

  • Tata Steel Ltd

  • Birlasoft Ltd

  • R Systems International Ltd

  • Westlife Foodworld Ltd

  • Shivalik Bimetal Controls Ltd

  • Grindwell Norton Ltd

  • The Phoenix Mills Ltd

  • Neogen Chemicals Ltd

  • Can Fin Homes Ltd

  • Century Plyboards (India) Ltd

  • EID Parry India Ltd

  • Amber Enterprises India Ltd

  • Venus Pipes & Tubes Ltd

  • Landmark Cars Ltd

  • Zomato Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Ganesha Ecosphere Ltd

  • Carborundum Universal Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • Finance - Investment

  • Hospital & Healthcare Services

  • IT - Software

  • Household & Personal Products

  • BPO/ITeS

  • Cable

  • Wood & Wood Products

  • Chemicals

  • Miscellaneous

  • Compressors / Pumps

  • Steel & Iron Products

  • Consumer Food

  • Construction - Real Estate

  • Finance - Housing

  • Cement & Construction Materials

  • Engineering

  • Finance - Stock Broking

  • Film Production, Distribution & Entertainment

  • Professional Services

  • Abrasives

  • Refractories

  • Restaurants

  • Sugar

  • Air Conditioners

  • Automobiles - Dealers & Distributors

  • e-Commerce

  • 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 ₹22.30 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(0%)yesterday to ₹30.8529.

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