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

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Fund Overview Growth | Regular Plan

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  • Minimum Addl 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 Growth -8.21 -8.75 -2.10 18.25 23.69 16.95
BSE 500 -3.44 -5.31 2.25 11.91 15.53 14.29

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 Growth Jun 29, 2018 -2.10 18.25 23.69 1.40 21.55
Axis ELSS Tax Saver Fund - Regular Plan - Growth Dec 29, 2009 Unrated 8.46 8.69 11.11 1.54 34,496.58
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 9.28 22.72 22.35 1.60 27,305.51
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 5.55 12.30 17.52 1.56 24,007.47
DSP ELSS Tax Saver Fund - Regular Plan - Growth Jan 18, 2007 10.35 16.70 19.16 1.65 15,985.06
HDFC ELSS Tax saver-Growth Plan Mar 31, 1996 9.41 20.88 20.11 1.69 15,413.45

Fund Holdings as on 31-January-2025

  • Safari Industries (India) Ltd

  • Multi Commodity Exchange of India Ltd

  • Aster DM Healthcare Ltd

  • Affle (India) Ltd

  • Green Panel Industries Ltd

  • TREPS

  • Sapphire Foods India Ltd

  • Navin Fluorine International Ltd

  • KEI Industries Ltd

  • KSB LTD

  • CSB Bank Ltd

  • Rate Gain Travel Technologies Ltd

  • Equitas Small Finance Bank Limited

  • Procter & Gamble Health Ltd

  • TVS Holdings Ltd

  • Ujjivan Small Finance Bank Ltd

  • Laurus Labs Ltd

  • Ador Welding Ltd

  • SIS Ltd

  • PVR INOX Ltd

  • Angel One Ltd

  • JK Cement Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Birlasoft Ltd

  • RHI Magnesita India Ltd

  • Cholamandalam Financial Holdings Ltd

  • Westlife Foodworld Ltd

  • Creditaccess Grameen Ltd

  • Century Plyboards (India) Ltd

  • Grindwell Norton Ltd

  • R Systems International Ltd

  • Transport Corporation of India Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Tata Steel Ltd

  • The Phoenix Mills Ltd

  • Brigade Enterprises Ltd

  • Carborundum Universal Ltd

  • Can Fin Homes Ltd

  • MM Forgings Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • Finance - Stock Broking

  • IT - Software

  • Household & Personal Products

  • Wood & Wood Products

  • Hospital & Healthcare Services

  • BPO/ITeS

  • Consumer Food

  • Miscellaneous

  • Chemicals

  • Cable

  • Compressors / Pumps

  • Auto Ancillary

  • Electrodes & Welding Equipment

  • Abrasives

  • Professional Services

  • Film Production, Distribution & Entertainment

  • Cement & Construction Materials

  • Construction - Real Estate

  • Refractories

  • Finance - Investment

  • Restaurants

  • Finance - NBFC

  • Logistics

  • Consumer Durables - Domestic Appliances

  • Steel & Iron Products

  • Finance - Housing

  • Forgings

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  • 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 ₹21.55 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 ₹0.39(1.4%)yesterday to ₹28.341.

Among its top 3 holdings the fund has exposure to Safari Industries (India) Ltd, 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