A Oneindia Venture
Get Updates
Get notified about market trends, financial advice, and investment tips!
Click it and Unblock the Notifications
Sensex
78,783.90
▲ +0.88%
Nifty
24,605.30
▲ +0.91%
22k Gold
₹ 13,200/gm
Silver
₹ 2,35,000/kg
Petrol
₹ 111.21
Diesel
₹ 97.83
LPG
₹ 941.50
Crude Oil
$ 80.59
USD
₹ 95.27
Sensex
78,783.90
▲ +0.88%
Nifty
24,605.30
▲ +0.91%
22k Gold
₹ 13,200/gm
Silver
₹ 2,35,000/kg
Petrol
₹ 111.21
Diesel
₹ 97.83
LPG
₹ 941.50
Crude Oil
$ 80.59
USD
₹ 95.27
Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan
3 Year Absolute Returns
58.26% ↑
NAV (₹) on 03 Aug 2026
37.99
1 Day NAV Change
1.27%
Risk Level
Very High Risk
Rating
-
Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan is a Equity mutual fund categorized under ELSS, offered by Sundaram Asset Management Company Ltd.. Launched on 27 Mar 2018, investors ... 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
₹ 23.09 Cr.
Benchmark
BSE 500 Total Return
Expense Ratio
0.99%
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
₹ 23.09 Cr
Equity
570.71%
Money Market & Cash
30.58%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Finance - Banks - Private Sector | 11.15% |
| Hospitals & Medical Services | 7.24% |
| Aerospace & Defense | 6.98% |
| Entertainment & Media | 5.90% |
| IT Consulting & Software | 5.49% |
| Pharmaceuticals | 4.90% |
| Treps/Reverse Repo | 4.83% |
| Finance & Investments | 4.61% |
| Pumps | 4.55% |
| Auto Parts & Accessories | 4.15% |
| Packaging & Containers | 3.89% |
| Finance - Housing | 3.77% |
| Cables - Power/Others | 3.61% |
| Hotels, Resorts & Restaurants | 3.44% |
| Plywood/Laminates | 3.20% |
| E-Commerce/E-Retail | 3.18% |
| Services - Others | 2.37% |
| Realty | 2.27% |
| Cement | 2.21% |
| Steel - General | 2.07% |
| Domestic Appliances | 1.93% |
| Abrasives And Grinding Wheels | 1.87% |
| Steel - Tubes/Pipes | 1.43% |
| Auto - Dealers/Servicing | 1.43% |
| Refractories | 1.34% |
| Engineering - Heavy | 1.33% |
| Diversified | 1.16% |
| Textiles - Processing/Texturising | 0.79% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| Aster DM Healthcare Ltd | 6.61% | ₹ 1.49 | Hospitals & Medical Services |
| MTAR Technologies Ltd | 6.03% | ₹ 1.37 | Aerospace & Defense |
| KSB LTD | 4.74% | ₹ 1.07 | Pumps |
| Ujjivan Small Finance Bank Ltd | 4.49% | ₹ 1.02 | Finance - Banks - Private Sector |
| TVS Holdings Ltd | 4.41% | ₹ 1 | Auto Parts & Accessories |
| Affle (IndiLtd | 4.13% | ₹ 0.93 | Entertainment & Media |
| TREPS | 4.10% | ₹ 0.93 | Others |
| CSB Bank Ltd | 3.76% | ₹ 0.85 | Finance - Banks - Private Sector |
| Safari Industries (IndiLtd | 3.52% | ₹ 0.80 | Packaging & Containers |
| KEI Industries Ltd | 3.30% | ₹ 0.75 | Cables - Power/Others |
| Zomato Ltd | 3.02% | ₹ 0.68 | E-Commerce/E-Retail |
| Equitas Small Finance Bank Limited | 2.99% | ₹ 0.68 | Finance - Banks - Private Sector |
| Procter & Gamble Health Ltd | 2.85% | ₹ 0.65 | Pharmaceuticals |
| Green Panel Industries Ltd | 2.82% | ₹ 0.64 | Plywood/Laminates |
| Sapphire Foods India Ltd | 2.73% | ₹ 0.62 | Hotels, Resorts & Restaurants |
| Angel One Ltd | 2.71% | ₹ 0.61 | Finance & Investments |
| Rate Gain Travel Technologies Ltd | 2.59% | ₹ 0.59 | IT Consulting & Software |
| JK Cement Ltd | 2.19% | ₹ 0.49 | Cement |
| JB Chemicals & Pharmaceuticals Ltd | 2.15% | ₹ 0.49 | Pharmaceuticals |
| PVR INOX Ltd | 2.11% | ₹ 0.48 | Entertainment & Media |
| SIS Ltd | 2.07% | ₹ 0.47 | Services - Others |
| Natco Pharma Ltd | 1.81% | ₹ 0.41 | Pharmaceuticals |
| PNB Housing Finance Ltd | 1.76% | ₹ 0.40 | Finance - Housing |
| Cholamandalam Financial Holdings Ltd | 1.69% | ₹ 0.38 | Finance & Investments |
| Shivalik Bimetal Controls Ltd | 1.65% | ₹ 0.37 | Steel - General |
| Brigade Enterprises Ltd | 1.53% | ₹ 0.35 | Realty |
| RHI Magnesita India Ltd | 1.50% | ₹ 0.34 | Refractories |
| Neogen Chemicals Ltd | 1.48% | ₹ 0.33 | Chemicals - Speciality |
| Landmark Cars Ltd | 1.34% | ₹ 0.30 | Auto - Dealers/Servicing |
| Elecon Engineering Company Ltd | 1.28% | ₹ 0.29 | Engineering - Heavy |
| Amber Enterprises India Ltd | 1.25% | ₹ 0.28 | Domestic Appliances |
| Birlasoft Ltd | 1.24% | ₹ 0.28 | IT Consulting & Software |
| Grindwell Norton Ltd | 1.18% | ₹ 0.27 | Abrasives And Grinding Wheels |
| Venus Pipes & Tubes Ltd | 1.16% | ₹ 0.26 | Steel - Tubes/Pipes |
| Westlife Foodworld Ltd | 1.07% | ₹ 0.24 | Hotels, Resorts & Restaurants |
| Aavas Financiers Ltd | 1.04% | ₹ 0.23 | Finance - Housing |
| Century Plyboards (IndiLtd | 0.97% | ₹ 0.22 | Plywood/Laminates |
| Can Fin Homes Ltd | 0.96% | ₹ 0.22 | Finance - Housing |
| Ganesha Ecosphere Ltd | 0.94% | ₹ 0.21 | Textiles - Processing/Texturising |
| R Systems International Ltd | 0.86% | ₹ 0.20 | IT Consulting & Software |
| EID Parry India Ltd | 0.82% | ₹ 0.18 | Diversified |
| Butterfly Gandhimathi Appliances Ltd | 0.74% | ₹ 0.17 | Domestic Appliances |
| Carborundum Universal Ltd | 0.62% | ₹ 0.14 | Abrasives And Grinding Wheels |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | 8.21% | 13.80% | 7.52% | 16.53% |
| Category returns | 1.32% | 5.77% | 4.62% | 46.84% |
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
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
Top Funds from Sundaram Asset Management Company Ltd.
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Sundaram Mid Cap Fund - Direct Plan
MidsmallCap
Direct
|
₹1,684.51 | 13.33% | 83.51% | 137.07% | ₹14,026 | 1.07% |
Very High
|
|
Sundaram Mid Cap Fund
MidsmallCap
Regular
|
₹1,529.41 | 12.38% | 78.97% | 127.23% | ₹14,026 | 1.89% |
Very High
|
|
Sundaram Small Cap Fund - Direct Plan
MidsmallCap
Direct
|
₹327.18 | 16.54% | 68.11% | 123.86% | ₹3,872 | 0.89% |
Very High
|
|
Sundaram Infrastructure Advantage Fund - Direct Plan
Sector
Direct
|
₹110.45 | 9.82% | 67.82% | 121.67% | ₹1,000 | 1.75% |
Very High
|
|
Sundaram Infrastructure Advantage Fund
Sector
Regular
|
₹102.73 | 9.16% | 64.97% | 115.55% | ₹1,000 | 2.31% |
Very High
|
|
Sundaram Small Cap Fund
MidsmallCap
Regular
|
₹292.23 | 15.27% | 62.69% | 111.75% | ₹3,872 | 1.95% |
Very High
|
|
Sundaram Global Brand Theme - Equity Active FOF - Direct...
International/ Global
Direct
|
₹47.72 | 22.81% | 61.26% | 78.64% | ₹163 | 1.37% |
Very High
|
|
Sundaram Services Fund - Direct Plan
Sector
Direct
|
₹40.66 | 9.61% | 60.36% | 107.23% | ₹4,934 | 0.80% |
Very High
|
|
Sundaram NIFTY 100 Equal Weight Fund - Direct Plan
Index
Direct
|
₹200.81 | 12.37% | 58.98% | 86.94% | ₹142 | 0.80% |
Very High
|
|
Sundaram Large and Mid Cap Fund - Direct Plan
Diversified
Direct
|
₹106.27 | 12.92% | 58.18% | 93.21% | ₹6,991 | 1.68% |
Very High
|
FAQs
What is the current NAV of Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan Growth?
The current Net Asset Value (NAV) of Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan Growth is ₹37.99 as of 03 Aug 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 - Direct Plan Growth?
The Assets Under Management (AUM) of Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan Growth is ₹23.09 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 - Direct Plan Growth?
Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan Growth has delivered returns of 13.80% (1 Year), 16.53% (3 Year), 18.21% (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 - Direct Plan Growth?
Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan 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 - Direct Plan Growth?
The minimum lumpsum investment required for Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan 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
Top Mutual Fund House in India
Notifications
Settings
Clear Notifications
Notifications
Use the toggle to switch on notifications
-
Block for 8 hours
-
Block for 12 hours
-
Block for 24 hours
-
Don't block
Stay Informed.
Get news and videos anytime and anywhere.
Sign in with Google By signing in, you agree to our Terms and Privacy Policy
Gender
Select your Gender
- Male
- Female
- Others
Age
Select your Age Range
- Under 18
- 18 to 25
- 26 to 35
- 36 to 45
- 45 to 55
- 55+
X