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Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan
3 Year Absolute Returns
54.48% ↑
NAV (₹) on 30 Jun 2026
34.13
1 Day NAV Change
1.10%
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
₹ 22.86 Cr.
Benchmark
BSE 500 Total Return
Expense Ratio
0.97%
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
₹ 22.86 Cr
Equity
474.45%
Money Market & Cash
25.75%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Finance - Banks - Private Sector | 10.81% |
| Aerospace & Defense | 7.29% |
| Pharmaceuticals | 7.20% |
| Hospitals & Medical Services | 6.79% |
| Entertainment & Media | 6.08% |
| IT Consulting & Software | 5.10% |
| Finance & Investments | 4.63% |
| Auto Parts & Accessories | 4.15% |
| Pumps | 3.79% |
| Packaging & Containers | 3.71% |
| Finance - Housing | 3.62% |
| Cables - Power/Others | 3.54% |
| Treps/Reverse Repo | 3.50% |
| Hotels, Resorts & Restaurants | 3.38% |
| Plywood/Laminates | 3.19% |
| E-Commerce/E-Retail | 3.04% |
| Services - Others | 2.32% |
| Cement | 2.12% |
| Steel - General | 2.03% |
| Abrasives And Grinding Wheels | 2.02% |
| Domestic Appliances | 2.00% |
| Chemicals - Speciality | 1.66% |
| Refractories | 1.50% |
| Engineering - Heavy | 1.28% |
| Realty | 1.25% |
| Auto - Dealers/Servicing | 1.25% |
| Steel - Tubes/Pipes | 1.17% |
| Textiles - Processing/Texturising | 0.82% |
| Diversified | 0.72% |
| Cash | 0.03% |
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 | 11.48% | 9.26% | 6.43% | 15.60% |
| Category returns | 2.19% | -0.87% | 4.11% | 45.81% |
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
|
||
|---|---|---|---|---|---|---|---|
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Motilal Oswal ELSS Tax Saver Fund - Direct Plan
ELSS
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₹64.47 | 5.38% | 88.11% | 142.21% | ₹4,663 | 0.73% |
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Motilal Oswal ELSS Tax Saver Fund
ELSS
Regular
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₹55.66 | 4.15% | 81.54% | 128.06% | ₹4,663 | 1.90% |
Very High
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SBI Long Term Advantage Fund - Series V - Direct Plan
ELSS
Direct
|
₹32.59 | -0.39% | 74.15% | 119.40% | ₹354 | 0.81% |
Very High
|
|
SBI Long Term Advantage Fund - Series V - Direct Plan
ELSS
Direct
|
₹32.59 | -0.39% | 74.15% | 119.40% | ₹354 | 0.81% |
Very High
|
|
SBI Long Term Advantage Fund - Series V
ELSS
Regular
|
₹31.24 | -0.75% | 72.26% | 115.30% | ₹354 | 1.17% |
Very High
|
|
SBI Long Term Advantage Fund - Series V
ELSS
Regular
|
₹31.25 | -0.75% | 72.25% | 115.30% | ₹354 | 1.17% |
Very High
|
|
ITI ELSS Tax Saver Fund - Direct Plan
ELSS
Direct
|
₹28.54 | 1.89% | 69.43% | 93.15% | ₹427 | 0.73% |
Very High
|
|
SBI ELSS Tax Saver Fund - Direct Plan
ELSS
Direct
|
₹472.85 | -1.38% | 65.37% | 122.28% | ₹30,955 | 0.93% |
Very High
|
|
SBI ELSS Tax Saver Fund - Direct Plan
ELSS
Direct
|
₹117.12 | -1.38% | 65.36% | 81.12% | ₹30,955 | 0.93% |
Very High
|
|
SBI ELSS Tax Saver Fund - Direct Plan
ELSS
Direct
|
₹117.12 | -1.38% | 65.36% | 81.12% | ₹30,955 | 0.93% |
Very High
|
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
|
₹1,613.50 | 6.09% | 82.51% | 141.18% | ₹13,687 | 0.88% |
Very High
|
|
Sundaram Mid Cap Fund
MidsmallCap
Regular
|
₹1,466.04 | 5.21% | 77.99% | 131.17% | ₹13,687 | 1.70% |
Very High
|
|
Sundaram Infrastructure Advantage Fund - Direct Plan
Sector
Direct
|
₹111.39 | 7.91% | 77.06% | 140.47% | ₹997 | 1.70% |
Very High
|
|
Sundaram Infrastructure Advantage Fund
Sector
Regular
|
₹103.65 | 7.27% | 74.06% | 133.84% | ₹997 | 2.26% |
Very High
|
|
Sundaram Small Cap Fund - Direct Plan
MidsmallCap
Direct
|
₹320.02 | 10.56% | 72.19% | 134.70% | ₹3,681 | 0.85% |
Very High
|
|
Sundaram Small Cap Fund
MidsmallCap
Regular
|
₹286.12 | 9.37% | 66.63% | 122.02% | ₹3,681 | 1.90% |
Very High
|
|
Sundaram Long Term Tax Advantage Fund - Series IV -...
ELSS
Direct
|
₹37.15 | 9.26% | 62.36% | 145.05% | ₹23 | 0.97% |
Very High
|
|
Sundaram Long Term Tax Advantage Fund - Series III -...
ELSS
Direct
|
₹32.25 | 9.02% | 61.53% | 143.98% | ₹34 | 0.94% |
Very High
|
|
Sundaram Long Term Tax Advantage Fund - Series IV
ELSS
Regular
|
₹36.36 | 9.04% | 61.35% | 142.47% | ₹23 | 1.18% |
Very High
|
|
Sundaram Long Term Tax Advantage Fund - Series III
ELSS
Regular
|
₹31.18 | 8.76% | 60.43% | 141.15% | ₹34 | 1.18% |
Very High
|
FAQs
What is the current NAV of Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan IDCW?
The current Net Asset Value (NAV) of Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan IDCW is ₹34.13 as of 30 Jun 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 IDCW?
The Assets Under Management (AUM) of Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan IDCW is ₹22.86 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 IDCW?
Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan IDCW has delivered returns of 9.26% (1 Year), 15.60% (3 Year), 18.45% (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 IDCW?
Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan IDCW 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 IDCW?
The minimum lumpsum investment required for Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan IDCW 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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