Sundaram Long Term Tax Advantage Fund - Series IV Growth Return

  • 1M
  • 3M
  • 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 ₹ & Lump. ₹500

AUM (Fund size)

₹22 Cr

Lock In Period

3 Years

Expense Ratio

1.23

Exit Load

Nil

Benchmark

BSE 500 Total Return

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

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-9.32-2.017.41
6M-3.55-0.0924.27
1Y-2.721.6778.49
3Y8.5410.86130.26

Portfolio Analysis

  • Equity: 97.60%
  • Debt: 2.39%
  • Others
As on: 2026-09-30
View allocation % by

1. Ujjivan Small Finance Bank Ltd4.38%
2. Equitas Small Finance Bank Limited3.23%
3. CSB Bank Ltd3.21%
4. Bandhan Bank Ltd1.13%

1. MTAR Technologies Ltd7.64%

1. Aster DM Healthcare Ltd6.89%

1. Rate Gain Travel Technologies Ltd3.84%
2. R Systems International Ltd0.96%
3. Birlasoft Ltd0.95%

1. Procter & Gamble Health Ltd3.19%
2. Natco Pharma Ltd1.44%
3. Granules India Ltd1.06%

1. Affle (IndiLtd4.60%

1. KSB LTD4.35%

1. Sapphire Foods India Ltd2.96%
2. Westlife Foodworld Ltd1.39%

1. Eternal Ltd (Previously Zomato Ltd)4.11%

1. Angel One Ltd2.52%
2. Cholamandalam Financial Holdings Ltd1.58%

1. Green Panel Industries Ltd3.13%
2. Century Plyboards (IndiLtd0.87%

1. TVS Holdings Ltd3.93%

1. PNB Housing Finance Ltd1.97%
2. Aavas Financiers Ltd0.95%
3. Can Fin Homes Ltd0.84%

1. Safari Industries (IndiLtd3.73%

1. KEI Industries Ltd3.17%

1. Brigade Enterprises Ltd2.79%

1. SIS Ltd2.56%

1. JK Cement Ltd2.20%

1. Venus Pipes & Tubes Ltd1.90%

1. Landmark Cars Ltd1.66%

1. Grindwell Norton Ltd1.56%

1. RHI Magnesita India Ltd1.50%

1. Elecon Engineering Company Ltd1.23%

1. EID Parry India Ltd1.19%

1. Amber Enterprises India Ltd1.09%
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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 ₹22 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.23. 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.

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 1.23. 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 : -9.32%
  • 6 Months : -3.55%
  • 1 Year : -2.72%
  • 3 Years : 8.54%
Returns of Sundaram Long Term Tax Advantage Fund - Series IV Growth are updated daily based on NAV of ₹ 32.3945 as on Oct 23,2026. Since inception, the return has been 27.85%.

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.
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