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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 ₹ & Lump. ₹500

AUM (Fund size)

₹23 Cr

Lock In Period

3 Years

Expense Ratio

1.19

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(%)
1M3.11-0.627.41
6M10.821.4224.27
1Y9.773.5878.49
3Y17.1812.86130.26

Portfolio Analysis

  • Equity: 96.26%
  • Debt: 3.74%
  • Others
As on: 2026-06-30
View allocation % by

1. Ujjivan Small Finance Bank Ltd4.57%
2. Equitas Small Finance Bank Limited3.30%
3. CSB Bank Ltd3.28%

1. Aster DM Healthcare Ltd7.24%

1. MTAR Technologies Ltd6.98%

1. Affle (IndiLtd4.04%
2. PVR INOX Ltd1.86%

1. Rate Gain Travel Technologies Ltd3.79%
2. Birlasoft Ltd0.94%
3. R Systems International Ltd0.76%

1. Procter & Gamble Health Ltd3.39%
2. Natco Pharma Ltd1.51%

1. Angel One Ltd2.85%
2. Cholamandalam Financial Holdings Ltd1.76%

1. KSB LTD4.55%

1. TVS Holdings Ltd4.15%

1. Safari Industries (IndiLtd3.89%

1. PNB Housing Finance Ltd1.71%
2. Aavas Financiers Ltd1.12%
3. Can Fin Homes Ltd0.94%

1. KEI Industries Ltd3.61%

1. Sapphire Foods India Ltd2.36%
2. Westlife Foodworld Ltd1.08%

1. Green Panel Industries Ltd2.31%
2. Century Plyboards (IndiLtd0.89%

1. Zomato Ltd3.18%

1. SIS Ltd2.37%

1. Brigade Enterprises Ltd2.27%

1. JK Cement Ltd2.21%

1. Shivalik Bimetal Controls Ltd2.07%

1. Amber Enterprises India Ltd1.15%
2. Butterfly Gandhimathi Appliances Ltd0.78%

1. Grindwell Norton Ltd1.59%
2. Carborundum Universal Ltd0.28%

1. Landmark Cars Ltd1.43%

1. Venus Pipes & Tubes Ltd1.43%

1. RHI Magnesita India Ltd1.34%

1. Elecon Engineering Company Ltd1.33%

1. EID Parry India Ltd1.16%

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 1.19. 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 Growth034 CR1.21
Sundaram Long Term Tax Advantage Fund - Series IV Growth023 CR1.19
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 Growth9.888660.214
This FundSundaram Long Term Tax Advantage Fund - Series IV Growth9.771660.9008
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 1.19. 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 : 3.11%
  • 6 Months : 10.82%
  • 1 Year : 9.77%
  • 3 Years : 17.18%
Returns of Sundaram Long Term Tax Advantage Fund - Series IV Growth are updated daily based on NAV of ₹ 36.9161 as on Jul 17,2026. Since inception, the return has been 60.90%.

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.