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)

₹23 Cr

Lock In Period

3 Years

Expense Ratio

1.22

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(%)
1M1.360.357.41
6M14.122.6224.27
1Y13.925.3878.49
3Y15.1014.32130.26

Portfolio Analysis

  • Equity: 95.75%
  • Debt: 4.24%
  • Others
As on: 2026-07-31
View allocation % by

1. Ujjivan Small Finance Bank Ltd5.52%
2. Equitas Small Finance Bank Limited3.28%
3. CSB Bank Ltd3.17%

1. Aster DM Healthcare Ltd7.55%

1. Affle (IndiLtd4.49%
2. PVR INOX Ltd2.17%

1. Rate Gain Travel Technologies Ltd3.85%
2. Birlasoft Ltd0.99%
3. R Systems International Ltd0.84%

1. MTAR Technologies Ltd5.21%

1. Procter & Gamble Health Ltd3.52%
2. Natco Pharma Ltd1.48%

1. TVS Holdings Ltd4.43%

1. Angel One Ltd2.55%
2. Cholamandalam Financial Holdings Ltd1.62%

1. KSB LTD4.04%

1. Safari Industries (IndiLtd3.79%

1. Eternal Ltd (Previously Zomato Ltd)3.61%

1. PNB Housing Finance Ltd1.72%
2. Aavas Financiers Ltd0.99%
3. Can Fin Homes Ltd0.89%

1. Sapphire Foods India Ltd2.40%
2. Westlife Foodworld Ltd1.11%

1. KEI Industries Ltd3.31%

1. Green Panel Industries Ltd2.32%
2. Century Plyboards (IndiLtd0.94%

1. Brigade Enterprises Ltd2.61%

1. SIS Ltd2.40%

1. JK Cement Ltd2.19%

1. Shivalik Bimetal Controls Ltd2.02%

1. Grindwell Norton Ltd1.54%
2. Carborundum Universal Ltd0.25%

1. Landmark Cars Ltd1.75%

1. RHI Magnesita India Ltd1.41%

1. Venus Pipes & Tubes Ltd1.37%

1. EID Parry India Ltd1.22%

1. Amber Enterprises India Ltd1.13%

1. Elecon Engineering Company Ltd1.04%

1. Ganesha Ecosphere Ltd1.03%
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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 1.22. 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 Growth035 CR1.22
Sundaram Long Term Tax Advantage Fund - Series IV Growth023 CR1.22
ICICI Prudential R.I.G.H.T. Fund Growth041 CR1.41
SBI Tax Advantage Fund - Series II Growth042 CR1.46
Fund Name1Y3Y
This FundSundaram Long Term Tax Advantage Fund - Series III Growth13.915751.3682
This FundSundaram Long Term Tax Advantage Fund - Series IV Growth13.918352.5009
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 1.22. 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 : 1.36%
  • 6 Months : 14.12%
  • 1 Year : 13.92%
  • 3 Years : 15.10%
Returns of Sundaram Long Term Tax Advantage Fund - Series IV Growth are updated daily based on NAV of ₹ 36.9651 as on Aug 28,2026. Since inception, the return has been 52.50%.

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.