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Sundaram Long Term Tax Advantage Fund - Series IV
3 Year Absolute Returns
61.26% ↑
NAV (₹) on 02 Apr 2026
30.52
1 Day NAV Change
0.05%
Risk Level
Very High Risk
Rating
-
Sundaram Long Term Tax Advantage Fund - Series IV is a Equity mutual fund categorized under ELSS, offered by Sundaram Asset Management Company Ltd.. Launched on 27 Mar 2018, investors can start with a ... 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
₹ 21.52 Cr.
Benchmark
BSE 500 Total Return
Expense Ratio
1.41%
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
₹ 21.52 Cr
Equity
188.07%
Money Market & Cash
11.93%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Finance - Banks - Private Sector | 11.97% |
| Pharmaceuticals | 6.81% |
| Hospitals & Medical Services | 6.49% |
| Entertainment & Media | 6.32% |
| Treps/Reverse Repo | 5.49% |
| Auto Parts & Accessories | 4.91% |
| IT Consulting & Software | 4.76% |
| Packaging & Containers | 4.71% |
| Hotels, Resorts & Restaurants | 4.03% |
| Finance & Investments | 4.01% |
| Pumps | 3.92% |
| Aerospace & Defense | 3.74% |
| Cables - Power/Others | 3.63% |
| Plywood/Laminates | 3.61% |
| Finance - Housing | 3.45% |
| E-Commerce/E-Retail | 3.17% |
| Cement | 2.46% |
| Domestic Appliances | 2.10% |
| Services - Others | 1.87% |
| Abrasives And Grinding Wheels | 1.87% |
| Refractories | 1.70% |
| Auto - Dealers/Servicing | 1.45% |
| Realty | 1.41% |
| Chemicals - Speciality | 1.39% |
| Steel - General | 1.31% |
| Steel - Tubes/Pipes | 0.99% |
| Diversified | 0.88% |
| Cash | 0.82% |
| Textiles - Processing/Texturising | 0.73% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| Aster DM Healthcare Ltd | 6.49% | ₹ 1.40 | Hospitals & Medical Services |
| TREPS | 5.49% | ₹ 1.18 | Others |
| TVS Holdings Ltd | 4.91% | ₹ 1.06 | Auto Parts & Accessories |
| Ujjivan Small Finance Bank Ltd | 4.82% | ₹ 1.04 | Finance - Banks - Private Sector |
| Safari Industries (IndiLtd | 4.71% | ₹ 1.01 | Packaging & Containers |
| Affle (IndiLtd | 4.20% | ₹ 0.90 | Entertainment & Media |
| CSB Bank Ltd | 4.12% | ₹ 0.89 | Finance - Banks - Private Sector |
| KSB LTD | 3.92% | ₹ 0.84 | Pumps |
| MTAR Technologies Ltd | 3.74% | ₹ 0.81 | Aerospace & Defense |
| KEI Industries Ltd | 3.63% | ₹ 0.78 | Cables - Power/Others |
| Zomato Ltd | 3.17% | ₹ 0.68 | E-Commerce/E-Retail |
| Equitas Small Finance Bank Limited | 3.03% | ₹ 0.65 | Finance - Banks - Private Sector |
| Sapphire Foods India Ltd | 2.86% | ₹ 0.61 | Hotels, Resorts & Restaurants |
| Procter & Gamble Health Ltd | 2.82% | ₹ 0.61 | Pharmaceuticals |
| Green Panel Industries Ltd | 2.67% | ₹ 0.57 | Plywood/Laminates |
| JK Cement Ltd | 2.46% | ₹ 0.53 | Cement |
| Rate Gain Travel Technologies Ltd | 2.39% | ₹ 0.52 | IT Consulting & Software |
| JB Chemicals & Pharmaceuticals Ltd | 2.27% | ₹ 0.49 | Pharmaceuticals |
| Angel One Ltd | 2.15% | ₹ 0.46 | Finance & Investments |
| PVR INOX Ltd | 2.12% | ₹ 0.46 | Entertainment & Media |
| SIS Ltd | 1.87% | ₹ 0.40 | Services - Others |
| Cholamandalam Financial Holdings Ltd | 1.86% | ₹ 0.40 | Finance & Investments |
| Natco Pharma Ltd | 1.72% | ₹ 0.37 | Pharmaceuticals |
| RHI Magnesita India Ltd | 1.70% | ₹ 0.37 | Refractories |
| PNB Housing Finance Ltd | 1.46% | ₹ 0.31 | Finance - Housing |
| Landmark Cars Ltd | 1.45% | ₹ 0.31 | Auto - Dealers/Servicing |
| Brigade Enterprises Ltd | 1.41% | ₹ 0.30 | Realty |
| Neogen Chemicals Ltd | 1.39% | ₹ 0.30 | Chemicals - Speciality |
| Birlasoft Ltd | 1.37% | ₹ 0.30 | IT Consulting & Software |
| Shivalik Bimetal Controls Ltd | 1.31% | ₹ 0.28 | Steel - General |
| Amber Enterprises India Ltd | 1.31% | ₹ 0.28 | Domestic Appliances |
| Grindwell Norton Ltd | 1.31% | ₹ 0.28 | Abrasives And Grinding Wheels |
| Westlife Foodworld Ltd | 1.17% | ₹ 0.25 | Hotels, Resorts & Restaurants |
| Aavas Financiers Ltd | 1.01% | ₹ 0.22 | Finance - Housing |
| R Systems International Ltd | 1.00% | ₹ 0.21 | IT Consulting & Software |
| Venus Pipes & Tubes Ltd | 0.99% | ₹ 0.21 | Steel - Tubes/Pipes |
| Can Fin Homes Ltd | 0.98% | ₹ 0.21 | Finance - Housing |
| Century Plyboards (IndiLtd | 0.94% | ₹ 0.20 | Plywood/Laminates |
| EID Parry India Ltd | 0.88% | ₹ 0.19 | Diversified |
| Cash & Other Net Current Assets | 0.82% | ₹ 0.18 | Others |
| Butterfly Gandhimathi Appliances Ltd | 0.79% | ₹ 0.17 | Domestic Appliances |
| Ganesha Ecosphere Ltd | 0.73% | ₹ 0.16 | Textiles - Processing/Texturising |
| Carborundum Universal Ltd | 0.56% | ₹ 0.12 | Abrasives And Grinding Wheels |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | -8.50% | 7.94% | 4.10% | 17.27% |
| Category returns | -10.90% | -0.46% | 4.24% | 47.22% |
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 ... Read more
AMC Details
Name
Sundaram Asset Management Company Ltd.
Date of Incorporation
24 Aug 1996
CEO
Mr. Anand Radhakrishnan
CIO
Mr. Dwijendra Srivastava
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
Top Funds from Equity - ELSS
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Shriram ELSS Tax Saver Fund - Direct Plan
ELSS
Direct
|
₹21.35 | -2.43% | 32.98% | 55.18% | ₹47 | 0.74% |
Very High
|
|
UTI Master Equity Plan Unit Scheme (MEPUS)
ELSS
Regular
|
₹205.27 | -3.95% | 32.56% | 53.60% | ₹2,890 | 1.47% |
Very High
|
|
PGIM India ELSS Tax Saver Fund - Direct Plan
ELSS
Direct
|
₹34.93 | -5.24% | 31.17% | 72.49% | ₹726 | 0.75% |
Very High
|
|
Navi ELSS Tax Saver Fund - Regular Plan
ELSS
Regular
|
₹25.95 | -3.23% | 31.01% | 50.03% | ₹50 | 2.29% |
Very High
|
|
Navi ELSS Tax Saver Fund - Regular Plan
ELSS
Regular
|
₹25.95 | -3.23% | 30.98% | 50.00% | ₹50 | 2.29% |
Very High
|
|
Navi ELSS Tax Saver Nifty 50 Index Fund
ELSS
Regular
|
₹13.39 | -2.57% | 30.91% | 0.00% | ₹112 | 1.00% |
Very High
|
|
Navi ELSS Tax Saver Nifty 50 Index Fund
ELSS
Regular
|
₹13.39 | -2.57% | 30.91% | 0.00% | ₹112 | 1.00% |
Very High
|
|
HDFC ELSS Tax Saver Fund - Direct Plan
ELSS
Direct
|
₹86.23 | -8.33% | 30.48% | 50.40% | ₹16,618 | 1.08% |
Very High
|
|
HDFC ELSS Tax Saver Fund - Direct Plan
ELSS
Direct
|
₹86.23 | -8.33% | 30.48% | 50.40% | ₹16,618 | 1.08% |
Very High
|
|
Navi ELSS Tax Saver Nifty 50 Index Fund
ELSS
Regular
|
₹13.34 | -2.57% | 30.40% | 0.00% | ₹112 | 1.00% |
Very High
|
Top Funds from Sundaram Asset Management Company Ltd.
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Sundaram Equity Savings Fund (Growth Accum)
Hybrid
Regular
|
₹68.19 | 1.12% | 33.04% | 54.60% | ₹1,182 | 2.51% |
Moderate
|
|
Sundaram Large Cap Fund
Diversified
Regular
|
₹19.34 | -3.19% | 32.17% | 55.54% | ₹3,245 | 1.92% |
Very High
|
|
Sundaram Flexicap Fund - Direct Plan
Diversified
Direct
|
₹12.60 | -5.79% | 30.16% | 0.00% | ₹2,059 | 0.70% |
Very High
|
|
Sundaram Flexicap Fund - Direct Plan
Diversified
Direct
|
₹12.60 | -5.79% | 30.16% | 0.00% | ₹2,059 | 0.70% |
Very High
|
|
Sundaram Small Cap Fund
MidsmallCap
Regular
|
₹30.05 | -2.79% | 30.06% | 41.09% | ₹3,306 | 1.94% |
Very High
|
|
Sundaram Small Cap Fund
MidsmallCap
Regular
|
₹30.05 | -2.79% | 30.06% | 41.09% | ₹3,306 | 1.94% |
Very High
|
|
Sundaram NIFTY 100 Equal Weight Fund - Direct Plan
Index
Direct
|
₹75.06 | -5.96% | 27.80% | 35.48% | ₹135 | 0.52% |
Very High
|
|
Sundaram NIFTY 100 Equal Weight Fund - Direct Plan
Index
Direct
|
₹75.06 | -5.96% | 27.80% | 35.48% | ₹135 | 0.52% |
Very High
|
|
Sundaram NIFTY 100 Equal Weight Fund - Direct Plan
Index
Direct
|
₹75.06 | -5.96% | 27.80% | 35.48% | ₹135 | 0.52% |
Very High
|
|
Sundaram Balanced Advantage Fund
Hybrid
Regular
|
₹33.02 | -1.30% | 27.73% | 42.32% | ₹1,695 | 2.06% |
Moderately High
|
FAQs
What is the current NAV of Sundaram Long Term Tax Advantage Fund - Series IV Regular Growth?
The current Net Asset Value (NAV) of Sundaram Long Term Tax Advantage Fund - Series IV Regular Growth is ₹30.52 as of 02 Apr 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 Regular Growth?
The Assets Under Management (AUM) of Sundaram Long Term Tax Advantage Fund - Series IV Regular Growth is ₹21.52 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 Regular Growth?
Sundaram Long Term Tax Advantage Fund - Series IV Regular Growth has delivered returns of 7.94% (1 Year), 17.27% (3 Year), 20.41% (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 Regular Growth?
Sundaram Long Term Tax Advantage Fund - Series IV Regular 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 Regular Growth?
The minimum lumpsum investment required for Sundaram Long Term Tax Advantage Fund - Series IV Regular 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
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