Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan Growth | Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan NAV Today [36.01], Performance & History

Equity ELSS Direct

Regular

Direct

3 Year Absolute Returns

60.84% ↑

NAV (₹) on 12 Jun 2026

36.01

1 Day NAV Change

2.76%

Risk Level

Very High Risk

Rating

Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan is a Equity mutual fund categorized under ELSS, offered by Sundaram Asset Management Company Ltd.. Launched on 27 Mar 2018, investors ... Read more

NAV History

Fund Details

Min. SIP Amount

N/A

Inception Date

27 Mar 2018

Min. Lumpsum Amount

₹ 500

Fund Age

8 Yrs

AUM

₹ 22.86 Cr.

Benchmark

BSE 500 Total Return

Expense Ratio

0.97%

Scheme Type

Closed Ended

Exit Load

Nil%

Returns Calculator

Investment amount per month

₹1,000

Over the past

Would have become

On total investment of

*Calculation based on past performance of this fund.

Asset Allocation

AUM

₹ 22.86 Cr

Equity

474.45%

Money Market & Cash

25.75%

Sector Holdings

Sectors	Weightage
Finance - Banks - Private Sector	10.81%
Aerospace & Defense	7.29%
Pharmaceuticals	7.20%
Hospitals & Medical Services	6.79%
Entertainment & Media	6.08%
IT Consulting & Software	5.10%
Finance & Investments	4.63%
Auto Parts & Accessories	4.15%
Pumps	3.79%
Packaging & Containers	3.71%
Finance - Housing	3.62%
Cables - Power/Others	3.54%
Treps/Reverse Repo	3.50%
Hotels, Resorts & Restaurants	3.38%
Plywood/Laminates	3.19%
E-Commerce/E-Retail	3.04%
Services - Others	2.32%
Cement	2.12%
Steel - General	2.03%
Abrasives And Grinding Wheels	2.02%
Domestic Appliances	2.00%
Chemicals - Speciality	1.66%
Refractories	1.50%
Engineering - Heavy	1.28%
Auto - Dealers/Servicing	1.25%
Realty	1.25%
Steel - Tubes/Pipes	1.17%
Textiles - Processing/Texturising	0.82%
Diversified	0.72%
Cash	0.03%

See All

Stock Holdings

Name	Weightage	Value (in Cr.)	Sector
Aster DM Healthcare Ltd	6.61%	₹ 1.49	Hospitals & Medical Services
MTAR Technologies Ltd	6.03%	₹ 1.37	Aerospace & Defense
KSB LTD	4.74%	₹ 1.07	Pumps
Ujjivan Small Finance Bank Ltd	4.49%	₹ 1.02	Finance - Banks - Private Sector
TVS Holdings Ltd	4.41%	₹ 1	Auto Parts & Accessories
Affle (IndiLtd	4.13%	₹ 0.93	Entertainment & Media
TREPS	4.10%	₹ 0.93	Others
CSB Bank Ltd	3.76%	₹ 0.85	Finance - Banks - Private Sector
Safari Industries (IndiLtd	3.52%	₹ 0.80	Packaging & Containers
KEI Industries Ltd	3.30%	₹ 0.75	Cables - Power/Others
Zomato Ltd	3.02%	₹ 0.68	E-Commerce/E-Retail
Equitas Small Finance Bank Limited	2.99%	₹ 0.68	Finance - Banks - Private Sector
Procter & Gamble Health Ltd	2.85%	₹ 0.65	Pharmaceuticals
Green Panel Industries Ltd	2.82%	₹ 0.64	Plywood/Laminates
Sapphire Foods India Ltd	2.73%	₹ 0.62	Hotels, Resorts & Restaurants
Angel One Ltd	2.71%	₹ 0.61	Finance & Investments
Rate Gain Travel Technologies Ltd	2.59%	₹ 0.59	IT Consulting & Software
JK Cement Ltd	2.19%	₹ 0.49	Cement
JB Chemicals & Pharmaceuticals Ltd	2.15%	₹ 0.49	Pharmaceuticals
PVR INOX Ltd	2.11%	₹ 0.48	Entertainment & Media
SIS Ltd	2.07%	₹ 0.47	Services - Others
Natco Pharma Ltd	1.81%	₹ 0.41	Pharmaceuticals
PNB Housing Finance Ltd	1.76%	₹ 0.40	Finance - Housing
Cholamandalam Financial Holdings Ltd	1.69%	₹ 0.38	Finance & Investments
Shivalik Bimetal Controls Ltd	1.65%	₹ 0.37	Steel - General
Brigade Enterprises Ltd	1.53%	₹ 0.35	Realty
RHI Magnesita India Ltd	1.50%	₹ 0.34	Refractories
Neogen Chemicals Ltd	1.48%	₹ 0.33	Chemicals - Speciality
Landmark Cars Ltd	1.34%	₹ 0.30	Auto - Dealers/Servicing
Elecon Engineering Company Ltd	1.28%	₹ 0.29	Engineering - Heavy
Amber Enterprises India Ltd	1.25%	₹ 0.28	Domestic Appliances
Birlasoft Ltd	1.24%	₹ 0.28	IT Consulting & Software
Grindwell Norton Ltd	1.18%	₹ 0.27	Abrasives And Grinding Wheels
Venus Pipes & Tubes Ltd	1.16%	₹ 0.26	Steel - Tubes/Pipes
Westlife Foodworld Ltd	1.07%	₹ 0.24	Hotels, Resorts & Restaurants
Aavas Financiers Ltd	1.04%	₹ 0.23	Finance - Housing
Century Plyboards (IndiLtd	0.97%	₹ 0.22	Plywood/Laminates
Can Fin Homes Ltd	0.96%	₹ 0.22	Finance - Housing
Ganesha Ecosphere Ltd	0.94%	₹ 0.21	Textiles - Processing/Texturising
R Systems International Ltd	0.86%	₹ 0.20	IT Consulting & Software
EID Parry India Ltd	0.82%	₹ 0.18	Diversified
Butterfly Gandhimathi Appliances Ltd	0.74%	₹ 0.17	Domestic Appliances
Carborundum Universal Ltd	0.62%	₹ 0.14	Abrasives And Grinding Wheels

See All

Returns

	Annualised returns
	9M	1Y	2Y	3Y
Fund returns	4.96%	8.35%	5.45%	17.16%
Category returns	-2.26%	-0.80%	4.40%	45.93%

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. Read more

AMC Details

Name

Sundaram Asset Management Company Ltd.

Date of Incorporation

24 Aug 1996

CEO

Mr. Anand Radhakrishnan

CIO

Type

Pvt.Sector-Indian

Address

Sundaram Towers, 2nd Floor, 46 Whites Road, Royapettah, Chennai (Madras), Tamil Nadu, India - 600014

Website

http://www.sundarammutual.com

[email protected]

Top Funds from Equity - ELSS

Scheme Name	NAV	Returns 1Y 3Y 5Y			AUM (Cr)	Expense Ratio	Risk Meter
Motilal Oswal ELSS Tax Saver Fund - Direct Plan ELSS Direct	₹62.38	5.97%	89.65%	137.00%	₹4,663	0.73%	Very High
Motilal Oswal ELSS Tax Saver Fund ELSS Regular	₹53.88	4.73%	83.02%	123.12%	₹4,663	1.90%	Very High
SBI Long Term Advantage Fund - Series V - Direct Plan ELSS Direct	₹31.91	-0.34%	75.68%	116.24%	₹354	0.81%	Very High
SBI Long Term Advantage Fund - Series V - Direct Plan ELSS Direct	₹31.91	-0.33%	75.68%	116.24%	₹354	0.81%	Very High
SBI Long Term Advantage Fund - Series V ELSS Regular	₹30.59	-0.69%	73.77%	112.21%	₹354	1.17%	Very High
SBI Long Term Advantage Fund - Series V ELSS Regular	₹30.60	-0.69%	73.77%	112.20%	₹354	1.17%	Very High
ITI ELSS Tax Saver Fund - Direct Plan ELSS Direct	₹27.24	-0.50%	67.19%	81.91%	₹427	0.73%	Very High
SBI ELSS Tax Saver Fund - Direct Plan ELSS Direct	₹462.20	-1.76%	67.01%	117.29%	₹30,955	0.93%	Very High
SBI ELSS Tax Saver Fund - Direct Plan ELSS Direct	₹114.48	-1.76%	67.00%	77.06%	₹30,955	0.93%	Very High
SBI ELSS Tax Saver Fund - Direct Plan ELSS Direct	₹114.48	-1.76%	67.00%	77.06%	₹30,955	0.93%	Very High

Top Funds from Sundaram Asset Management Company Ltd.

Scheme Name	NAV	Returns 1Y 3Y 5Y			AUM (Cr)	Expense Ratio	Risk Meter
Sundaram Mid Cap Fund - Direct Plan MidsmallCap Direct	₹1,567.39	5.63%	85.68%	136.78%	₹13,687	0.88%	Very High
Sundaram Mid Cap Fund MidsmallCap Regular	₹1,424.71	4.75%	81.08%	126.94%	₹13,687	1.70%	Very High
Sundaram Infrastructure Advantage Fund - Direct Plan Sector Direct	₹108.30	8.11%	77.27%	133.47%	₹997	1.70%	Very High
Sundaram Infrastructure Advantage Fund Sector Regular	₹100.81	7.47%	74.26%	127.04%	₹997	2.26%	Very High
Sundaram Small Cap Fund - Direct Plan MidsmallCap Direct	₹308.41	8.33%	71.54%	130.32%	₹3,681	0.85%	Very High
Sundaram Global Brand Theme - Equity Active FOF - Direct... International/ Global Direct	₹46.92	26.77%	67.52%	80.52%	₹172	1.37%	Very High
Sundaram Small Cap Fund MidsmallCap Regular	₹275.88	7.16%	66.00%	117.86%	₹3,681	1.90%	Very High
Sundaram Global Brand Theme - Equity Active FOF International/ Global Regular	₹42.49	25.59%	62.81%	71.47%	₹172	2.29%	Very High
Sundaram Long Term Tax Advantage Fund - Series III -... ELSS Direct	₹31.26	7.79%	59.85%	143.21%	₹34	0.94%	Very High
Sundaram Long Term Tax Advantage Fund - Series IV ELSS Regular	₹35.25	8.13%	59.84%	141.38%	₹23	1.18%	Very High

FAQs

What is the current NAV of Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan Growth?

The current Net Asset Value (NAV) of Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan Growth is ₹36.01 as of 12 Jun 2026. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.

What is the fund size (AUM) of Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan Growth?

The Assets Under Management (AUM) of Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan Growth is ₹22.86 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.

What are the historical returns of Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan Growth?

Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan Growth has delivered returns of 8.35% (1 Year), 17.16% (3 Year), 19.53% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.

What is the risk level of Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan Growth?

Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan Growth has a risk rating of 'Very High' as per the SEBI Riskometer. This indicates the fund is suitable for very aggressive investors comfortable with significant market volatility. Investors should align their investment choices with their personal risk tolerance and financial goals.

What is the minimum investment amount for Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan Growth?

The minimum lumpsum investment required for Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan Growth is ₹500. This allows investors to start their mutual fund journey with a manageable amount.

Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article