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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹500

AUM (Fund size)

₹19 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 ₹34.4571 NAV as of Apr 27,2026 and returns since inception of 71.17%. Minimum investments start at SIP ₹0. The Sundaram Long Term Tax Advantage Fund - Series IV Growth AUM is ₹19 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 13.88% returns, against a category average of 1.69% and a category best of 15.05%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M13.881.6915.05
6M-0.471.4224.27
1Y12.535.2378.49
3Y19.6215.98130.26

Portfolio Analysis

  • Equity: 93.81%
  • Debt: 6.19%
  • Others
As on: 2026-03-31
View allocation % by

1. Ujjivan Small Finance Bank Ltd4.66%
2. CSB Bank Ltd3.92%
3. Equitas Small Finance Bank Limited2.70%

1. Procter & Gamble Health Ltd3.07%
2. JB Chemicals & Pharmaceuticals Ltd2.53%
3. Natco Pharma Ltd1.89%

1. Aster DM Healthcare Ltd7.38%

1. Affle (IndiLtd4.92%
2. PVR INOX Ltd2.12%

1. TVS Holdings Ltd5.05%

1. KSB LTD4.51%

1. Rate Gain Travel Technologies Ltd2.20%
2. Birlasoft Ltd1.30%
3. R Systems International Ltd0.90%

1. Safari Industries (IndiLtd4.17%

1. Angel One Ltd2.34%
2. Cholamandalam Financial Holdings Ltd1.73%

1. MTAR Technologies Ltd3.79%

1. Sapphire Foods India Ltd2.34%
2. Westlife Foodworld Ltd1.27%

1. Green Panel Industries Ltd2.47%
2. Century Plyboards (IndiLtd0.99%

1. PNB Housing Finance Ltd1.48%
2. Can Fin Homes Ltd1.03%
3. Aavas Financiers Ltd0.94%

1. Zomato Ltd3.28%

1. KEI Industries Ltd3.21%

1. JK Cement Ltd2.46%

1. Amber Enterprises India Ltd1.19%
2. Butterfly Gandhimathi Appliances Ltd0.86%

1. SIS Ltd1.91%

1. Grindwell Norton Ltd1.18%
2. Carborundum Universal Ltd0.59%

1. Brigade Enterprises Ltd1.47%

1. RHI Magnesita India Ltd1.47%

1. Landmark Cars Ltd1.41%

1. Shivalik Bimetal Controls Ltd1.26%

1. Neogen Chemicals Ltd1.17%

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 ₹19 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.

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
This FundSundaram Long Term Tax Advantage Fund - Series III Growth028.88 CR1.4
This FundSundaram Long Term Tax Advantage Fund - Series IV Growth019.36 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 III Growth12.903770.4956
This FundSundaram Long Term Tax Advantage Fund - Series IV Growth12.5371.1731
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 : 13.88%
  • 6 Months : -0.47%
  • 1 Year : 12.53%
  • 3 Years : 19.62%
Returns of Sundaram Long Term Tax Advantage Fund - Series IV Growth are updated daily based on NAV of ₹ 34.4571 as on Apr 27,2026. Since inception, the return has been 71.17%.

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 ₹19 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