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

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  • 0.29 %Nav, as on 21-02-2025

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Fund Overview IDCW | Regular 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 Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) -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 Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) Jun 29, 2018 -2.10 18.25 23.69 1.40 21.55
Axis ELSS Tax Saver Fund - Regular Plan - IDCW Dec 29, 2009 Unrated 8.46 8.69 11.12 1.54 34,496.58
SBI Long Term Equity Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Mar 31, 1993 9.28 22.72 22.09 1.60 27,305.51
Mirae Asset ELSS Tax Saver Fund Regular IDCW Dec 28, 2015 5.55 12.28 17.52 1.56 24,007.47
DSP ELSS Tax Saver Fund - Regular Plan - IDCW Jan 18, 2007 10.35 16.70 19.16 1.65 15,985.06
HDFC ELSS Tax saver - IDCW Plan Mar 31, 1996 9.44 20.89 19.76 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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Most Recent Dividend

  • 12/12/2023

  • 21/06/2021

  • 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 ₹0.07(0.29%)yesterday to ₹26.082.

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