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

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  • 0.14 %Nav, as on 28-03-2025

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Fund Overview Growth | Direct 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 Direct Growth 2.34 -12.27 3.33 16.99 34.88 16.85
BSE 500 7.29 -4.85 4.79 12.88 24.74 14.37

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 Direct Growth Jun 29, 2018 3.33 16.99 34.88 1.18 18.97
Axis ELSS Tax Saver Fund - Direct Plan - Growth Option Jan 01, 2013 Unrated 8.52 11.09 19.14 0.84 32,174.34
SBI Long Term Equity Fund - DIRECT PLAN -GROWTH Jan 01, 2013 11.88 24.81 32.58 1.07 25,723.50
Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth Dec 28, 2015 10.71 15.25 28.06 0.60 22,411.17
DSP ELSS Tax Saver Fund - Direct Plan - Growth Dec 31, 2012 18.79 19.65 30.16 0.72 14,981.09
HDFC ELSS Tax saver -Direct Plan - Growth Option Dec 31, 2012 14.32 22.82 30.93 1.09 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 up ₹0.04(0.14%)yesterday to ₹28.6355.

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