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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 ₹30.5210 NAV as of Apr 02,2026 and returns since inception of 61.19%. 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 -6.26% returns, against a category average of -1.73% and a category best of 7.41%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-6.26-1.737.41
6M-7.760.8124.27
1Y8.714.8078.49
3Y17.2514.01130.26

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 FundWhiteOak Capital ELSS Tax Saver Fund Growth2438.21 CR2.33
This FundSundaram Long Term Tax Advantage Fund - Series III Growth031.88 CR1.4
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 FundWhiteOak Capital ELSS Tax Saver Fund Growth-1.458460.176
This FundSundaram Long Term Tax Advantage Fund - Series III Growth8.78860.1858
This FundSundaram Long Term Tax Advantage Fund - Series IV Growth8.711361.1889
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 : -6.26%
  • 6 Months : -7.76%
  • 1 Year : 8.71%
  • 3 Years : 17.25%
Returns of Sundaram Long Term Tax Advantage Fund - Series IV Growth are updated daily based on NAV of ₹ 30.5210 as on Apr 02,2026. Since inception, the return has been 61.19%.

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