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Sensex
74,197.65
▲ +0.26%
Nifty
23,189.40
▲ +0.31%
22k Gold
₹ 14,065/gm
Silver
₹ 2,45,000/kg
Petrol
₹ 111.21
Diesel
₹ 97.83
LPG
₹ 941.50
Crude Oil
$ 108.07
USD
₹ 95.86
Sundaram Long Term Tax Advantage Fund - Series IV
3 Year Absolute Returns
41.26% ↑
NAV (₹) on 15 Sep 2026
35.57
1 Day NAV Change
-2.25%
Risk Level
Very High Risk
Rating
-
Sundaram Long Term Tax Advantage Fund - Series IV is a Equity mutual fund categorized under ELSS, offered by Sundaram Asset Management Company Ltd.. Launched on 27 Mar 2018, investors can start with a ... 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
₹ 22.64 Cr.
Benchmark
BSE 500 Total Return
Expense Ratio
1.22%
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
₹ 22.64 Cr
Equity
96.07%
Money Market & Cash
4.9%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Finance - Banks - Private Sector | 10.96% |
| Hospitals & Medical Services | 7.12% |
| Aerospace & Defense | 6.58% |
| IT Consulting & Software | 5.81% |
| Pharmaceuticals | 5.53% |
| Treps/Reverse Repo | 4.90% |
| Entertainment & Media | 4.64% |
| Hotels, Resorts & Restaurants | 4.40% |
| Finance & Investments | 4.13% |
| Auto Parts & Accessories | 4.09% |
| E-Commerce/E-Retail | 4.02% |
| Pumps | 3.91% |
| Cables - Power/Others | 3.90% |
| Plywood/Laminates | 3.84% |
| Packaging & Containers | 3.76% |
| Finance - Housing | 3.76% |
| Realty | 3.03% |
| Services - Others | 2.50% |
| Cement | 2.12% |
| Abrasives And Grinding Wheels | 1.78% |
| Auto - Dealers/Servicing | 1.72% |
| Steel - Tubes/Pipes | 1.39% |
| Refractories | 1.38% |
| Diversified | 1.32% |
| Steel - General | 1.23% |
| Domestic Appliances | 1.19% |
| Engineering - Heavy | 1.04% |
| Textiles - Processing/Texturising | 0.92% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| Aster DM Healthcare Ltd | 7.12% | ₹ 1.61 | Hospitals & Medical Services |
| MTAR Technologies Ltd | 6.58% | ₹ 1.49 | Aerospace & Defense |
| TREPS | 4.90% | ₹ 1.11 | Others |
| Affle (IndiLtd | 4.64% | ₹ 1.05 | Entertainment & Media |
| Ujjivan Small Finance Bank Ltd | 4.27% | ₹ 0.97 | Finance - Banks - Private Sector |
| TVS Holdings Ltd | 4.09% | ₹ 0.93 | Auto Parts & Accessories |
| Rate Gain Travel Technologies Ltd | 4.03% | ₹ 0.91 | IT Consulting & Software |
| Eternal Ltd (Previously Zomato Ltd) | 4.02% | ₹ 0.91 | E-Commerce/E-Retail |
| KSB LTD | 3.91% | ₹ 0.88 | Pumps |
| KEI Industries Ltd | 3.90% | ₹ 0.88 | Cables - Power/Others |
| Safari Industries (IndiLtd | 3.76% | ₹ 0.85 | Packaging & Containers |
| CSB Bank Ltd | 3.38% | ₹ 0.77 | Finance - Banks - Private Sector |
| Equitas Small Finance Bank Limited | 3.31% | ₹ 0.75 | Finance - Banks - Private Sector |
| Procter & Gamble Health Ltd | 3.15% | ₹ 0.71 | Pharmaceuticals |
| Sapphire Foods India Ltd | 3.11% | ₹ 0.71 | Hotels, Resorts & Restaurants |
| Brigade Enterprises Ltd | 3.03% | ₹ 0.69 | Realty |
| Green Panel Industries Ltd | 2.92% | ₹ 0.66 | Plywood/Laminates |
| Angel One Ltd | 2.52% | ₹ 0.57 | Finance & Investments |
| SIS Ltd | 2.50% | ₹ 0.57 | Services - Others |
| JK Cement Ltd | 2.12% | ₹ 0.48 | Cement |
| PNB Housing Finance Ltd | 1.93% | ₹ 0.44 | Finance - Housing |
| Landmark Cars Ltd | 1.72% | ₹ 0.39 | Auto - Dealers/Servicing |
| Cholamandalam Financial Holdings Ltd | 1.61% | ₹ 0.36 | Finance & Investments |
| Grindwell Norton Ltd | 1.51% | ₹ 0.34 | Abrasives And Grinding Wheels |
| Venus Pipes & Tubes Ltd | 1.39% | ₹ 0.31 | Steel - Tubes/Pipes |
| Natco Pharma Ltd | 1.39% | ₹ 0.32 | Pharmaceuticals |
| RHI Magnesita India Ltd | 1.38% | ₹ 0.31 | Refractories |
| EID Parry India Ltd | 1.32% | ₹ 0.30 | Diversified |
| Westlife Foodworld Ltd | 1.29% | ₹ 0.29 | Hotels, Resorts & Restaurants |
| Shivalik Bimetal Controls Ltd | 1.23% | ₹ 0.28 | Steel - General |
| Amber Enterprises India Ltd | 1.19% | ₹ 0.27 | Domestic Appliances |
| Elecon Engineering Company Ltd | 1.04% | ₹ 0.24 | Engineering - Heavy |
| Granules India Ltd | 0.99% | ₹ 0.22 | Pharmaceuticals |
| Birlasoft Ltd | 0.97% | ₹ 0.22 | IT Consulting & Software |
| Aavas Financiers Ltd | 0.95% | ₹ 0.21 | Finance - Housing |
| Century Plyboards (IndiLtd | 0.92% | ₹ 0.21 | Plywood/Laminates |
| Ganesha Ecosphere Ltd | 0.92% | ₹ 0.21 | Textiles - Processing/Texturising |
| Can Fin Homes Ltd | 0.88% | ₹ 0.20 | Finance - Housing |
| R Systems International Ltd | 0.81% | ₹ 0.18 | IT Consulting & Software |
| Carborundum Universal Ltd | 0.27% | ₹ 0.06 | Abrasives And Grinding Wheels |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | 6.41% | 5.83% | 2.73% | 12.20% |
| Category returns | -2.06% | -1.22% | -3.45% | 33.13% |
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
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Motilal Oswal ELSS Tax Saver Fund - Direct Plan
ELSS
Direct
|
₹65.80 | 8.80% | 77.30% | 117.66% | ₹5,134 | 0.96% |
Very High
|
|
Motilal Oswal ELSS Tax Saver Fund
ELSS
Regular
|
₹56.66 | 7.54% | 71.14% | 105.01% | ₹5,134 | 2.10% |
Very High
|
|
SBI Long Term Advantage Fund - Series V - Direct Plan
ELSS
Direct
|
₹32.72 | -0.21% | 68.03% | 100.17% | ₹381 | 1.23% |
Very High
|
|
SBI Long Term Advantage Fund - Series V - Direct Plan
ELSS
Direct
|
₹32.71 | -0.21% | 68.03% | 100.17% | ₹381 | 1.23% |
Very High
|
|
SBI Long Term Advantage Fund - Series V
ELSS
Regular
|
₹31.35 | -0.53% | 66.28% | 96.53% | ₹381 | 1.34% |
Very High
|
|
SBI Long Term Advantage Fund - Series V
ELSS
Regular
|
₹31.36 | -0.53% | 66.27% | 96.52% | ₹381 | 1.34% |
Very High
|
|
ITI ELSS Tax Saver Fund - Direct Plan
ELSS
Direct
|
₹28.13 | 2.39% | 55.17% | 80.79% | ₹463 | 0.90% |
Very High
|
|
JM ELSS - Tax Saver Fund - Direct Plan
ELSS
Direct
|
₹58.09 | 6.09% | 53.37% | 91.02% | ₹248 | 1.34% |
Very High
|
|
JM ELSS - Tax Saver Fund - Direct Plan
ELSS
Direct
|
₹59.56 | 6.09% | 53.37% | 91.02% | ₹248 | 1.34% |
Very High
|
|
WhiteOak Capital ELSS Tax Saver Fund - Direct Plan
ELSS
Direct
|
₹18.79 | 1.92% | 52.75% | 0.00% | ₹507 | 0.86% |
Very High
|
Top Funds from Sundaram Asset Management Company Ltd.
FAQs
What is the current NAV of Sundaram Long Term Tax Advantage Fund - Series IV Regular Growth?
The current Net Asset Value (NAV) of Sundaram Long Term Tax Advantage Fund - Series IV Regular Growth is ₹35.57 as of 15 Sep 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 Regular Growth?
The Assets Under Management (AUM) of Sundaram Long Term Tax Advantage Fund - Series IV Regular Growth is ₹22.64 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 Regular Growth?
Sundaram Long Term Tax Advantage Fund - Series IV Regular Growth has delivered returns of 5.83% (1 Year), 12.20% (3 Year), 16.30% (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 Regular Growth?
Sundaram Long Term Tax Advantage Fund - Series IV Regular 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 Regular Growth?
The minimum lumpsum investment required for Sundaram Long Term Tax Advantage Fund - Series IV Regular 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
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