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Sundaram Long Term Tax Advantage Fund - Series IV Growth Return

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  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Sundaram Long Term Tax Advantage Fund - Series IV Growth Fund Overview

Min. investment

SIP ₹0 & Lump. ₹500

AUM (Fund size)

₹23 Cr

Lock In Period

3 Years

Expense Ratio

1.18

Exit Load

Nil

Benchmark

BSE 500 Total Return

Summary

Sundaram Long Term Tax Advantage Fund - Series IV Growth NAV is ₹34.4138 as of 21 May, 2026. Sundaram Long Term Tax Advantage Fund - Series IV Growth has delivered 63.89% returns since its launch. The minimum SIP investment amount in Sundaram Long Term Tax Advantage Fund - Series IV Growth is ₹0. The AUM of Sundaram Long Term Tax Advantage Fund - Series IV Growth is ₹23 Cr. The expense ratio of the fund is 1.18%, and its benchmark is BSE 500 Total Return. The current exit load of the fund is Nil. In the last 1M months, Sundaram Long Term Tax Advantage Fund - Series IV Growth has delivered 1.49% returns.

Sundaram Long Term Tax Advantage Fund - Series IV Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.49-0.567.41
6M0.461.3724.27
1Y10.034.7378.49
3Y17.9015.46130.26

Portfolio Analysis

  • Equity: 96.11%
  • Debt: 3.89%
  • Others
As on: 2026-04-30
View allocation % by

1. Ujjivan Small Finance Bank Ltd4.49%
2. CSB Bank Ltd3.76%
3. Equitas Small Finance Bank Limited2.99%

1. Procter & Gamble Health Ltd2.85%
2. JB Chemicals & Pharmaceuticals Ltd2.15%
3. Natco Pharma Ltd1.81%

1. Aster DM Healthcare Ltd6.61%

1. Affle (IndiLtd4.13%
2. PVR INOX Ltd2.11%

1. MTAR Technologies Ltd6.03%

1. KSB LTD4.74%

1. Rate Gain Travel Technologies Ltd2.59%
2. Birlasoft Ltd1.24%
3. R Systems International Ltd0.86%

1. TVS Holdings Ltd4.41%

1. Angel One Ltd2.71%
2. Cholamandalam Financial Holdings Ltd1.69%

1. Sapphire Foods India Ltd2.73%
2. Westlife Foodworld Ltd1.07%

1. Green Panel Industries Ltd2.82%
2. Century Plyboards (IndiLtd0.97%

1. PNB Housing Finance Ltd1.76%
2. Aavas Financiers Ltd1.04%
3. Can Fin Homes Ltd0.96%

1. Safari Industries (IndiLtd3.52%

1. KEI Industries Ltd3.30%

1. Zomato Ltd3.02%

1. JK Cement Ltd2.19%

1. SIS Ltd2.07%

1. Amber Enterprises India Ltd1.25%
2. Butterfly Gandhimathi Appliances Ltd0.74%

1. Grindwell Norton Ltd1.18%
2. Carborundum Universal Ltd0.62%

1. Shivalik Bimetal Controls Ltd1.65%

1. Brigade Enterprises Ltd1.53%

1. RHI Magnesita India Ltd1.50%

1. Neogen Chemicals Ltd1.48%

1. Landmark Cars Ltd1.34%

1. Elecon Engineering Company Ltd1.28%

1. Venus Pipes & Tubes Ltd1.16%

About Fund Sundaram Long Term Tax Advantage Fund - Series IV Growth

Sundaram Long Term Tax Advantage Fund - Series IV Growth managed by Sundaram Mutual Fund,is a Equity - ELSSscheme with Assets Under Management of ₹23 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.18. 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.

Fund Managers

Rohit Seksaria

Mr. Rohit Seksaria is CS, CA & has done MBA from IIM Ahmedabad. Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Sundaram Long Term Tax Advantage Fund - Series III Growth033.9 CR1.18
Sundaram Long Term Tax Advantage Fund - Series IV Growth022.63 CR1.18
ICICI Prudential R.I.G.H.T. Fund Growth041.44 CR1.41
SBI Tax Advantage Fund - Series II Growth042.27 CR1.46
Fund Name1Y3Y
This FundSundaram Long Term Tax Advantage Fund - Series III Growth9.785862.8757
This FundSundaram Long Term Tax Advantage Fund - Series IV Growth10.025263.8925
This FundICICI Prudential R.I.G.H.T. Fund Growth10.6102111.0608
This FundSBI Tax Advantage Fund - Series II Growth33.5864130.2485

Sundaram Long Term Tax Advantage Fund - Series IV Growth 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 1.18. 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 : 1.49%
  • 6 Months : 0.46%
  • 1 Year : 10.03%
  • 3 Years : 17.90%
Returns of Sundaram Long Term Tax Advantage Fund - Series IV Growth are updated daily based on NAV of ₹ 34.4138 as on May 19,2026. Since inception, the return has been 63.89%.

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 ₹23 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.