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

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  • (-0.77%)Nav, as on 25-03-2025

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Fund Overview Growth | Regular Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP 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 1.91 -11.17 4.71 17.16 36.93 16.78
BSE 500 5.10 -4.15 6.76 13.15 25.90 14.40

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 4.71 17.16 36.93 1.40 18.97
Axis ELSS Tax Saver Fund - Regular Plan - Growth Dec 29, 2009 Unrated 10.19 10.28 20.69 1.56 32,174.34
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 12.63 24.28 34.04 1.60 25,723.50
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 10.74 14.19 29.33 1.57 22,411.17
DSP ELSS Tax Saver Fund - Regular Plan - Growth Jan 18, 2007 18.69 18.73 31.26 1.65 14,981.09
HDFC ELSS Tax saver-Growth Plan Mar 31, 1996 14.27 22.23 32.59 1.67 14,671.37

Fund Holdings as on 28-February-2025

  • TREPS

  • Safari Industries (India) Ltd

  • Multi Commodity Exchange of India Ltd

  • Sapphire Foods India Ltd

  • Affle (India) Ltd

  • Aster DM Healthcare Ltd

  • Green Panel Industries Ltd

  • Navin Fluorine International Ltd

  • KSB LTD

  • CSB Bank Ltd

  • Procter & Gamble Health Ltd

  • KEI Industries Ltd

  • Equitas Small Finance Bank Limited

  • Ujjivan Small Finance Bank Ltd

  • TVS Holdings Ltd

  • Laurus Labs Ltd

  • Rate Gain Travel Technologies Ltd

  • SIS Ltd

  • Angel One Ltd

  • JK Cement Ltd

  • PVR INOX Ltd

  • Cholamandalam Financial Holdings Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Westlife Foodworld Ltd

  • RHI Magnesita India Ltd

  • Birlasoft Ltd

  • Creditaccess Grameen Ltd

  • Tata Steel Ltd

  • Grindwell Norton Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • R Systems International Ltd

  • Transport Corporation of India Ltd

  • The Phoenix Mills Ltd

  • Century Plyboards (India) Ltd

  • Can Fin Homes Ltd

  • Brigade Enterprises Ltd

  • Carborundum Universal Ltd

  • MM Forgings Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Finance - Stock Broking

  • Household & Personal Products

  • IT - Software

  • Wood & Wood Products

  • Consumer Food

  • BPO/ITeS

  • Hospital & Healthcare Services

  • Chemicals

  • Compressors / Pumps

  • Cable

  • Auto Ancillary

  • Professional Services

  • Cement & Construction Materials

  • Film Production, Distribution & Entertainment

  • Finance - Investment

  • Abrasives

  • Construction - Real Estate

  • Restaurants

  • Refractories

  • Finance - NBFC

  • Steel & Iron Products

  • Consumer Durables - Domestic Appliances

  • Logistics

  • 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 ₹18.97 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 ₹-0.22(-0.77%)yesterday to ₹28.2299.

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