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  • Sundaram Long Term Tax Advantage Fund - Series IV Growth

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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹500

AUM (Fund size)

₹22 Cr

Lock In Period

3 Years

Expense Ratio

1.41

Benchmark

BSE 500 Total Return

Exit Load

Nil

Summary

Latest details for Sundaram Long Term Tax Advantage Fund - Series IV Growth include a ₹30.9157 NAV as of Apr 07,2026 and returns since inception of 59.15%. Minimum investments start at SIP ₹0. The Sundaram Long Term Tax Advantage Fund - Series IV Growth AUM is ₹22 Cr, with a lock-in of 3 Years years, expense ratio of 1.41%, and benchmark BSE 500 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -1.87% returns, against a category average of -1.68% and a category best of 7.41%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-1.87-1.687.41
6M-7.64-0.1124.27
1Y11.503.4678.49
3Y16.7510.89130.26

Portfolio Analysis

  • Equity: 93.69%
  • Debt: 6.31%
  • Others
As on: 2026-02-28
View allocation % by

1. Ujjivan Small Finance Bank Ltd4.82%
2. CSB Bank Ltd4.12%
3. Equitas Small Finance Bank Limited3.03%

1. Procter & Gamble Health Ltd2.82%
2. JB Chemicals & Pharmaceuticals Ltd2.27%
3. Natco Pharma Ltd1.72%

1. Aster DM Healthcare Ltd6.49%

1. Affle (IndiLtd4.20%
2. PVR INOX Ltd2.12%

1. TVS Holdings Ltd4.91%

1. Rate Gain Travel Technologies Ltd2.39%
2. Birlasoft Ltd1.37%
3. R Systems International Ltd1.00%

1. Safari Industries (IndiLtd4.71%

1. Sapphire Foods India Ltd2.86%
2. Westlife Foodworld Ltd1.17%

1. Angel One Ltd2.15%
2. Cholamandalam Financial Holdings Ltd1.86%

1. KSB LTD3.92%

1. MTAR Technologies Ltd3.74%

1. KEI Industries Ltd3.63%

1. Green Panel Industries Ltd2.67%
2. Century Plyboards (IndiLtd0.94%

1. PNB Housing Finance Ltd1.46%
2. Aavas Financiers Ltd1.01%
3. Can Fin Homes Ltd0.98%

1. Zomato Ltd3.17%

1. JK Cement Ltd2.46%

1. Amber Enterprises India Ltd1.31%
2. Butterfly Gandhimathi Appliances Ltd0.79%

1. SIS Ltd1.87%

1. Grindwell Norton Ltd1.31%
2. Carborundum Universal Ltd0.56%

1. RHI Magnesita India Ltd1.70%

1. Landmark Cars Ltd1.45%

1. Brigade Enterprises Ltd1.41%

1. Neogen Chemicals Ltd1.39%

1. Shivalik Bimetal Controls Ltd1.31%

About Fund

Sundaram Long Term Tax Advantage Fund - Series IV Growth managed by Sundaram Mutual Fund,is a Equity - ELSSscheme with Assets Under Management of ₹22 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.41. Under the expert guidance of Rohit Seksaria ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundSundaram Long Term Tax Advantage Fund - Series IV Growth021.52 CR1.41
This FundICICI Prudential R.I.G.H.T. Fund Growth041.44 CR1.41
This FundSBI Tax Advantage Fund - Series II Growth042.27 CR1.46
Fund Name1Y3Y
This FundSundaram Long Term Tax Advantage Fund - Series IV Growth11.499459.1524
This FundICICI Prudential R.I.G.H.T. Fund Growth10.6102111.0608
This FundSBI Tax Advantage Fund - Series II Growth33.5864130.2485

FAQs

Sundaram Long Term Tax Advantage Fund - Series IV Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Sundaram Long Term Tax Advantage Fund - Series IV Growth is 1.41. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Long Term Tax Advantage Fund - Series IV Growth’s fund performance is as follows:
  • 1 Month : -1.87%
  • 6 Months : -7.64%
  • 1 Year : 11.50%
  • 3 Years : 16.75%
Returns of Sundaram Long Term Tax Advantage Fund - Series IV Growth are updated daily based on NAV of ₹ 30.9157 as on Apr 07,2026. Since inception, the return has been 59.15%.

You can invest in Sundaram Long Term Tax Advantage Fund - Series IV Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Sundaram Long Term Tax Advantage Fund - Series IV Growth is ₹22 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Long Term Tax Advantage Fund - Series IV Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500