Sundaram Long Term Tax Advantage Fund - Series IV Growth Return
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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 ₹35.9639 as of 30 Jun, 2026. Sundaram Long Term Tax Advantage Fund - Series IV Growth has delivered 62.84% 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 2.20% returns.
Sundaram Long Term Tax Advantage Fund - Series IV Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 2.20 | -1.22 | 7.41 |
| 6M | 7.96 | 0.63 | 24.27 |
| 1Y | 9.65 | 2.90 | 78.49 |
| 3Y | 17.65 | 10.54 | 130.26 |
Portfolio Analysis
- Equity: 96.46%
- Debt: 3.53%
- Others
As on: 2026-05-31
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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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Sundaram Long Term Tax Advantage Fund - Series III Growth | 0 | 33.78 CR | 1.18 |
| Sundaram Long Term Tax Advantage Fund - Series IV Growth | 0 | 22.86 CR | 1.18 |
| ICICI Prudential R.I.G.H.T. Fund Growth | 0 | 41.44 CR | 1.41 |
| SBI Tax Advantage Fund - Series II Growth | 0 | 42.27 CR | 1.46 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSundaram Long Term Tax Advantage Fund - Series III Growth | 9.2661 | 61.9918 |
| This FundSundaram Long Term Tax Advantage Fund - Series IV Growth | 9.6531 | 62.8419 |
| This FundICICI Prudential R.I.G.H.T. Fund Growth | 10.6102 | 111.0608 |
| This FundSBI Tax Advantage Fund - Series II Growth | 33.5864 | 130.2485 |
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 : 2.20%
- 6 Months : 7.96%
- 1 Year : 9.65%
- 3 Years : 17.65%
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.
